There is an assumption that you are in the process of entering a Company Applicant and you are on the Company Applicant page.

To add a Shareholder, you will need to be on the Current Situation tab, Company Applicants menu icon.

Use the arrows to select the Number of Shareholders associated with the Company Applicant.

Notice that new fields appear, requiring further information about each Shareholder.

Important Note: A Shareholder may either be:
 - An Applicant (Person or Company) - an Applicant on this loan application
 - A Related Party (Person or Company) - a 3rd party and NOT an Applicant on this loan application

Click on the Add Data button (+ sign).

Select the appropriate type of Shareholder and enter the required information.

Step 4

Once you have successfully added the Shareholder, you are taken back to the Company Applicant page.