C2.6.1 Prepare a Transmission: Executor/Administrator

To prepare a Transmission to an Executor/Administrator:

Select the Transmission in the Create Dealing screen and click to open the Prepare Transmission screen.
Based on ownership the Transmission Type will be predetermined (this can be changed if required).
- Insert the Date Acquired (eg date of death or date of amalgamation of a company).
Based on ownership the default Transmission of will be predetermined (this can be changed if required). For this example we use Share/Interest mode.
Review the Registered Proprietor details. Check the Change due to Pending Dealing box to edit the names (if required).
Identify the deceased person by checking the appropriate box in the Affected Proprietor column.
Enter the name and relevant details of the Executor/Administrator in the Applicant area.
- Click to insert a new row in the Applicant area.
Click to check the Transmission will have the intended effect.
Click to save the Transmission.