A user is able to view if an investor has transferred a stake under the new document window, if the user ticks the Include Previous Investors tickbox under the Contact List.

How it works

1. Search and open an Investor who has had a stake transferred (see Transfer Investor Stake)
2. Click the New Document button
3. Tick the Include Previous Investors tickbox

4. A Status column will be displayed, indicating either Current (for current Investors) or Previous (for any previous Investors)