Transferring shares to another member

Billie Dean Morrison on

A member asked me if there is a way for a member to leave
our club and transfer all her shares to another member (her
daughter) ?

mmoriarty on

Yes there is a way and the steps are outlined in bivio help.

Sent from my iPhone

> On Nov 23, 2014, at 9:04 PM, Billie Dean Morrison <morrison4261@q.com> wrote:
>
> A member asked me if there is a way for a member to leave
> our club and transfer all her shares to another member (her
> daughter) ?
>

Laurie Frederiksen on

Hi,

This can be done, but the entries will depend on the specific circumstances. They may require assistance from us to be done correctly.

If you email support@bivio.com with the specifics of the people involved and when you want the transfer to be effective, we can help you work through what needs to be done.

One thing that is also very important is that you know your bivio records are correct through the date of the transfer.

Laurie Frederiksen
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