Share Register

The Share Register table allows users to manage a share register and generate share certificates through the app.

This post will cover:

1. How to add a share certificate.

2. Ceded Shares

3. Download the Share Register

4. Directors as shareholders

5. Bulk Upload

1. How to add a share certificate.

• Click on the client in the Client table

• Expand the view by clicking on the expansion bar

  

  
  

• Click on CIPC to expand the CIPC Department

• Then click on Share Register

• Then, click on 'ADD RECORD'

• The Company Name will be added automatically.

If the shareholder is a client of yours and is captured in the Client table:

• Select them from the Existing Client dropdown.

• You do not need to complete the Name & Address field

• Save. The system will populate the Name & Address field based on the information captured in the Client table.

If the shareholder is not a client of yours, complete the Name & Address field and leave the Existing client dropdown blank.

* If you need to start at a specific Certificate number, please add that to the Cert. No field. The system will then start counting from that number for each new certificate added to this company.

• Click Save

• The system will automatically generate the percentage of shares allocated to this person. The percentage will adjust as you add more shareholders or cede shareholders.

• If you scroll to the right of the newly added record, there will be a hotlink to a downloadable certificate.

• The Certificate can be downloaded by clicking on the Save icon.

This can then be emailed to the client. Once a signed copy is returned, it can be stored in the app by:

• Going to the Share Register table

• Clicking on Documents

2. Ceded Shares

Once shares are ceded, you can add the ceded date, and the system will automatically adjust the percentage of the remaining shares.

3. Download the Share Register

To download the share register:

In the CIPC Beneficial Ownership table, you can access the client's securities register by clicking on the link. From there, you can download it.

You can also access it through the Summary report in the Client table.

4. Directors as shareholders

If you have added Directors to the Directors table, and the directors are also shareholders, you can easily add them to the Share Register table by selecting them in the Directors table and going to Actions, 'Copy to Share Register'. Then you can add the number of shares in the Share Register table as discussed above.

5. Bulk Upload

Please email support@mydatagrows.com to book a session where we can help you do a bulk upload.