List of the smartfields supported by Equify

 

 

Smartfields by category : 

• Smartfields physical persons
• Smartfields legal entities
• Smartfields related to the company
• Smartfields related to a transaction
• Smartfields related to the security
• Smartfields related to the pool

Smartfields related to physical persons

 

For a holder :

• {holder.name} : Pierre Dupont

• {holder.firstname} : Pierre

• {holder.surname} : Dupont

• {holder.address} : 33 Rue la Fayette, 75009 Paris

• {holder.address on several lines} :
  33 Rue la Fayette
  75009 Paris

• {holder.email} : pierre.dupont@gmail.com

• {holder.phone} : +33 6 12 34 56 78

• {holder.date of birth} : January 18, 1980

• {holder.place of birth} : Paris

• {holder.nationality} : French

 

Several holders: 

• {holder1.name} and {holder2.name}

• {holder1.firstname} and {holder2.firstname}

• {holder1.lastname} and {holder2.lastname}

• {holder1.address} and {holder2.address}

• {holder1.address on multiple lines} and {holder2.address on multiple lines}

• {holder1.email} and {holder2.email}

• {holder1.phone} and {holder2.phone}

• {holder1.date of birth} and {holder2.date of birth}

• {holder1.place of birth} and {holder2.place of birth}

• {holder1.nationality} and {holder2.nationality}

 

For the representative :

• {representative.name} : Pierre Dupont
• {representative.firstname} : Pierre
• {representative.lastname} : Dupont
• {representative.address} : 33 Rue la Fayette, 75009 Paris
• {representative.address on several lines} :
  33 Rue la Fayette
  75009 Paris
• {representative.email} : pierre.dupont@gmail.com
• {representative.phone} : +33 6 12 34 56 78
• {representative.date of birth} : January 18, 1980
• {representative.place of birth} : Paris
• {representative.nationality} : French

 

For the buyer and seller, in case of a sale:

•  {buyer.name} and {seller.name}
• {buyer.firstname} and {seller.firstname}
• {buyer.lastname} and {seller.lastname}
• {buyer.address} and {seller.address}
• {buyer.address on multiple lines} and {seller.address on multiple lines}
• {buyer.email} and {seller.email}
• {buyer.phone} and {seller.phone}
• {buyer.dateofbirth} and {seller.dateofbirth}{buyer.birthplace} and {seller.birthplace}
  {buyer.nationality} and {seller.nationality}
  
  

  Smartfields relating to legal entities

 

• {holder.name} : Sequoia Capital

• {holder.address} : 33 Rue la Fayette, 75009 Paris

• {owner.address on multiple lines} :
  33 Rue la Fayette
  75009 Paris

If it is a document with a seller and/or a buyer, you can use {seller.name}, {buyer.name}

• {holder.legalform}

Smartfields related to the company

 

• {company.name}

• {company. legalform}

• {company.address}

• {company.SIREN}

 

The smartfields related to a transaction

 

• {transaction.date} : August 20, 2020
• {transaction.quantity} : 1 200
• {transaction.quantity in letters} : one thousand two hundred
  
  
• {transaction.vestingstartdate} : August 30, 2020
• {transaction.price} : 60 000 €.
• {transaction.price in words} : sixty thousand euros
• {transaction.price per share} : €50
• {transaction.quantityExercised} : quantity of exercised securities
• {transaction.exercisePrice} : exercise price by security
• {transaction.quantityReceived} / {transaction.quantityObtained} : quantity received / obtained after an exercise
• {transaction.totalExerciseCost} : total cost of exercise
• {transaction.quantityTransferred} : quantity of securities obtained after a transfer

Smartfields related to the security

 

• {security.issue date} : November 18, 2020
• {security.name} : BSPCE 2020
• {security.exercise price}: €2.35

⚠️ The smartfield {security.exercise price} only applies to securities with an exercise price (e.g. BSPCE or stock options).

 

Smartfields related to the pool

 

• {pool.approval.date}: March 16, 2020
• {pool.size} : 45 000
• {pool.size in letters} : forty-five thousand
• {pool.expiration date} : December 31, 2020
• {pool.name} : AGA 2021