C2.2.2 Prepare a transfer: Share or Interest
This example uses a Transfer of a Share or Interest to demonstrate the steps.
To prepare a Transfer of Part of Share or Interest:
- Select the Transfer in the Create Dealing screen and click
to open the Prepare Transfer screen. - Select Share/Interest mode.
- Review the Transferors' names. Check the Change Due to Pending Dealing box to edit the names (if required).
- Check the box in the Transferor column to indicate whose share is affected.
- If part of an existing share is being transfered show that information in the Transferred Share of Whole Title column.
- Shares must be shown as a fraction of the whole title, not a fraction of the existing share.
- Click
to check the affected Transferor(s) details. - Select the type of proprietorship for the Transferee, the default is Sole or Joint Tenants.
- In the Transferees area.
- Enter the Transferee's name.
- Click
to insert additional rows in the Transferees area. - Click
to add an alias, name suffix or show transferee as a minor.
- Click
to see the new proprietors' details. - Check the Fencing Covenant check box if it is a contractual requirement.
- Click
to check the transfer will have the intended effect. - Click
to save the Transfer.
Note: To restore pre-populated names in the Transferors' section of this screen click 
before clicking . This will check that all mandatory fields have been completed.
Click 
to review the instrument you have just prepared.
Fields marked with a red * are mandatory and must be completed.