How do I create a Phantom Share ?

① Click on +Add, then on Titles, finally choose Phantom Share

② Fill in the details of the Phantom Share

Refer to your legal documentation, it will specify :

• The name of the security
• The date of first issue (date of the AGM which decided to issue the share)
• The underlying share : to which share does the exercise of a Phantom Share entitle the holder
• The impact of a subdivision
• The exercise price → if know (otherwise tick appropriate toggle)
• The conversion ratio : the number of underlying shares to which the exercise of a warrant entitles the holder → if know (otherwise tick appropriate toggle)
• Phantom Share expiration date

③ Set the vesting calendar

④ Setting the exercise window in the event of departure

Following your legal documentation, indicate which period is applicable in the event of a Phantom Share holder's departure. The period entered will automatically be applied if a termination transaction is recorded.