Find the holder either from the search feature, cap table or investor list, and click on their name to access the Holder details page.
To convert the holder type click the Actions menu at the top right, next to the HIN/CRN, then click Convert holder from the dropdown. This will take you to a convert holder form.
- Select Yes or No radio button depending on whether you want an email outbox communication sent for approval, then click Proceed. You will be guided through the Convert holder wizard.
- In the Holder details step, select the type of holder you wish to convert to.
- Select the associated contacts for this holder type from your existing contacts, and click Next.
- On the Confirmation step, review the holder details, and click Convert holder.
- When the conversion has completed, you will be returned to the holder details page for the holder.
Wherever possible existing data is transferred to the new investor type. In some cases, this may not be appropriate. After the investor conversion has taken place, investor data can be edited in the holder details page.