Working with Stock Legend

What is stock legend?

Stock legend contains important transfer restrictions to address U.S. Securities and Exchange Commission (SEC) regulations on unregistered securities. It is required to issue stock. The legend is part of the Notice of Issuance of Stock or the stock certificate your shareholders receive.

Where to find your company's stock legend?

Discuss with your legal counsel on the exact stock legend needed by your company.

Default - U.S. Securities Act of 1933

How to add and edit stock legend in

To add and edit stock legend clauses, go to Company > Legend view: