When changing the name of a shareholder, it's important to know whether this change needs to be reflected in the transaction history of your share register. If it does, you will need to enter a share transfer.
You may want to change the name of a shareholder because:
- the name has been spelt incorrectly
- you would like to add a middle name (an individual has been recorded with a first name & last name only)
- the shareholder name has officially changed (eg. through marriage or a change of company name)
To change a shareholder name you will need the assistance of the Orchestra Team. Please email us on: email@example.com