Shares are a basis of a company's equity/share capital and it is prudent the company should be able to tract their registered share holders both at individual and company/corporate level.
The LPF Report on Register of Shares for a Person displays all the share value and transactions done by clients in a given period of time with the organizations. This report shows all details about the shares bought, sold, and those transferred both to and from the shareholders.
How to view the Report on Register of Shares for a Person
To access this report go to Shares\Report on the Register of Shares for a Person and a screen shown below will be displayed:
Report on Register of Shares for a Person
Transaction from: Specify the reporting period that you want the report to cover e.g., "01/01/2020 to 29/06/2020".
Product: Choose a specific share Productthat you want to be reported on from the drop-down or tick the Check for all option to include all products
Click on the OK command button to view the report which will look like the one below.
Click on the Close command to quit.
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