Add Share Class
Login to My Company Registers, open one of your companies and go to the Classes page. We have to add a securities class before we can assign any shares, so click Add New Securities Class.
Click ‘Add’
Select a class from the list or click ‘Add New Master Class’
Give the class a name and click ‘Save’
Now select a Class from the drop-down box and add your notes if necessary.
Then click ‘OK’
The new class has been added, but it still needs to be authorised, so you can go to the Authorised menu item.
Click Add Authorised Securities
Make sure the correct class in selected.
Add in the rest of the details and click ‘Save’ when you’re done.
Now that we’ve authorised the shares, we can set up the share holders. Click Sec. Holders to go to the Securities Holders page.
Click Add New Securities Holder
Complete the shareholders details and click Save.
The shareholder has been added, so click Allotments to go and assign them some shares.
Click ‘Add New Allotment’
Set the date and transaction type, make sure the correct class is selected, then click the ? button next to Securitiesholder.
Click the tick next to the shareholder you’re assigning shares to.
The Securitiesholder field will be filled.
The Cert No will be filled automatically if you leave it blank. Complete the details of the allotment and click Save.
You will be notified that a new certificate has been added, you can click Ok.
The allotment has been added, you can click Print Allotments to view the allotments register.
If you want to view a preview of the register without having to print it to PDF, switch to Google Chrome and it will preview it when you click Print Allotments.
