Forms - Add, Remove or Update Shareholder[ back ]
Add, Remove or Update Shareholder
The Add, Remove or Update Shareholder form is used to register new shareholders, remove shareholders and update the details of active shareholders. Not all of these actions have to be carried out in the form. For example, you can choose to only register new shareholders.
- Review the current shareholders in your profile. Click View Company Profile --> Select Shareholders. If you wish to update any details mentioned above continue to next step.
- Create the form by selecting Manage Forms --> Create Form --> Select Add, Remove or Update Shareholder and give the form a name --> Click Create.
- To complete a form select NAMFISA Online --> Draft Form --> Click on Form Name link in table.
- You will then be brought to a new screen displaying all of the sections of the form and their associated statuses.
- To edit a section, click on the name of the form section or the Edit link.
- Enter the information into the form making sure you enter information into all the mandatory fields marked with a red asterisk. Some inputs only allow certain types of data to be entered (dates, letters, numbers etc) and you will be restricted to these types by the system.
- Section A - Register New Shareholders: Enter the details of the new Shareholders you want to register.
- Section B - Remove and/or Update Shareholders: Remove a Shareholder or update the details of an existing one. In this section you are required to select whether you wish to remove or update a specific shareholder. Remove a Shareholder: Select the 'Remove' button along with the Shareholder name (from the dropdown) you wish to remove. When a shareholder is removed it will still be displayed on the profile but with a status of Inactive/nonactive. Update a Shareholder: Select the 'Update' button along with the Shareholder name (from the dropdown) you wish to update. Then proceed to tick the checkboxes assigned to the details you wish to update. For example if you wish to update the name of the Shareholder tick the checkbox next to the name input. Once ticked the name input box becomes active and an updated name can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the Shareholder.
- The above form sections can be completed multiple times as more than one Shareholder can be removed and/or updated. This type of form has a ‘Repeatable Folder’ icon and an ‘Add Section’ icon to the left. Click on the ‘Add Section’ icon to add a Shareholder. You can remove or update as many Shareholders as required by clicking on the ‘Add Section’ icon. If you add a section by mistake, please use the Delete link beside the section to remove this section.
- To add a file, click on the Browse button & select the file to upload. There is a restriction on the size of the file permitted to be uploaded. If the file you are attempting to upload is too big, please compress the file and try again.
- Once you have either partially or fully completed the form section you have the option of saving the modifications for later review by clicking the 'Save Draft' button and the system will save the data.
- To validate the section, once all relevant information has been entered, please click the 'Validate & Save' button and if all the data is correct the form section status will be updated to Validated. If there are any issues or errors with the form then a window containing the Error information and the steps to address will be displayed.
- Once the form is fully completed and Validated click NAMFISA Online --> Submission --> Submit Form --> Click on 'Submit' for the relevant Form Name in table --> Confirm the Submission by selecting 'Confirm'.
- The company user will receive an email to confirm the form has been submitted to NAMFISA.