Transfer Shares to a Trust or Related Entity

Transfer shares to a trust or related entity when the transferor and transferee share the same signer, for example, when an individual transfers shares to their family trust and they sign on behalf of both parties.

When signers are different for both parties, use the standard Transfer Shares Between Parties flow instead.

Because the same person can't sign both sides of a transfer electronically, this process generates the contract through Cake but completes the signing offline.

Step 1: Create the new entity

1. Go to Engage → People → All.

2. Click Add and create the new shareholder as a new contact.

3. Use a temporary email address different from the transferor's current address, an email is required by the system but won't be used for sending documents. You'll update it later.

Step 2: Set up the transfer

1. Go to Cap Table → Transfers.

2. Click + Start new transfer and follow steps 1–5 of the standard transfer flow until the offer reaches Ready to invite.

3. Click Send: then on the document preview screen, download the transfer form as a PDF before proceeding.

4. Click X to exit without actually sending.

Step 3: Execute offline

1. Email the downloaded transfer form to the recipient.

2. Obtain the signed form.

Step 4: Record the settlement in Cake

1. Return to the transfer in Cap Table → Transfers.

2. Click More next to the transfer and select Settle offline.

3. Follow the remaining steps to finalise.

Step 5: Update contact details

Update the temporary email address to the correct one for the trust or entity, this ensures accurate communication going forward.

What happens next

The transfer is recorded in your cap table and both parties' holdings are updated. The signed form should be stored in Documents → All documents for your records.

Related articles

• Transfer Shares Between Parties
• Create and Manage Bare Trusts
• Understanding Share Transfer Amounts