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Edit or delete existing share class

Can I edit a share class?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over a month ago

How to edit the details of a share class or completely delete the share class from Cake.

  1. From the main menu, go to Ownership.

  2. Select Share classes from the drop down menu.

  3. Find the card of the share type you wish to edit or delete.

    1. To Edit, click the ‘edit’ button. This will open all the fields for editing. Click Save once complete.

      • N.B. editing the share class will update the class code / name for any outstanding transactions linked to this share class.

    2. To Delete, click on the bin icon.

      • N.B. you cannot delete a share class that has outstanding transactions. You will first need to delete the transaction.

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