Create a share transaction

A share transaction is a transaction on unlisted media (fund shares, company shares for example).

To create a share transaction:

You will be automatically redirected to a page that will allow you to complete the entire operation in several steps.

Go through all the steps, fill in the fields, and save.

The description

Financial details:

Currency
The target amount to be collected
The end date of the operation: when this date is reached, investors will no longer be able to invest
The price of a share (Mandatory field),
The total number of units (Mandatory field): the total number of units must be equal to the amount to be raised divided by the price of one unit.
Yield (declarative fields)
The total value of the asset (declarative fields)

Expenses:

Variable fees (in%): variable fees on transactions paid to the administrator
Fixed costs (in currency): fixed costs on transactions paid to the administrator

Limits:

The maximum total amount
The minimum amount to invest: which must be equal to the price of a unit
The maximum amount to invest: which limits the number of possible shares of an investor
The risk profile: which makes it possible to limit the investment to investors whose profile is compatible

Warnings:

You can also inform users of the risks, fees and payment terms associated with the transaction.

This parameter allows the transaction to be reserved for a specific list of investors.

Document management.

You define:

You define the investment path specific to the product by selecting the form provided for this purpose.

For that:

Select the distribution partners who have the right to distribute the operation.

You can adapt your operation in part to that of an investment operation in a financial product.

You must complete the following 4 mandatory fields: