How do I create a preferred share?

① Click on +Add, then on Securities and choose Preferred share

 

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② Enter the title of the preferred share and details

 

Refer to your legal documentation. It will necessarily be specified there if it is a security that must have a particular title, e.g. Seed Shares, A Shares...

  • Underlying share : in most cases this will be an ordinary share.
  • The impact of a stock split
  • Conversion ratio : in almost all cases, this ratio will be 1 = the number of ordinary shares per preferred share

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⚠️ The stock creation workflow allows you to add an acquisition calendar. You can leave this parameter unchecked, as ordinary shares are by definition not concerned. 

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