Skip to content
English
  • There are no suggestions because the search field is empty.

How do I enter a sale or transfer transaction ?

When a shareholder sells or transfers all or part of his shares to another shareholder, a transaction must be recorded on Equify.

1️⃣ Check that all accounts involved in the transaction have been created (especially the buyer)


2️⃣ Create a Sale / Transfer transaction :

Click on Add → Transaction, and select Transfer :


3️⃣ Set up your transaction

Enter the date, the context and the security involved in the transaction :

Fill in sales information :


4️⃣ Link a document to the transaction (movement order, Cerfa, etc.)


5️⃣ Have the document signed from the application (optional)


6️⃣ Create an event related to the Transfer / Sale transaction