Create a Share Scheme

Step 1 of 2

A wizard guides you through the share scheme creation process.

1. Open the Share Schemes section.

2. Select Click here to create a new share scheme. 
   The create a new share scheme wizard appears.

 3. Complete the following:

•   Share scheme type - Select the type of share issued by the company.
•   Company name - Enter the name of the company issuing the shares.
•   Class of security - Select the share class.

4. Click Next. The Select the nature of the event step appears.

5. From the Share option event type pull-down select one of the following:

•   Exercise options
•   Cancellation or release

6. Click Next. The Create share scheme summary appears.

7. Verify that you have entered the correct details and then click Finish.

Step 2 of 2

The information that you enter within the Share Schemes wizard populates some of the fields within Securities options, such as the company name and share class.

To Add Security Options

1. If the shares are unlisted, then you should select the Is security unlisted check box.

2. Complete the Exercise Option fields.

3. Enter any taxable amounts.

4. Do one of the following:

• Click Back
• Click Save and Close.