Get started with the share register

The shareholder register consists mainly of two main elements:

• Share classes
• Shareholders

The maintenance of the information consists of recording events in the form of transactions on the share classes.

Shareholder book and forms are automatically generated based on the recorded transactions.

Get started

1. Create class of share.
2. Register shareholders.
3. Establish share capital with the transaction type Foundation (possibly History, if the whole history of the share class is not known).
4. Record other events on the stock such as buy / sell, dividend, etc.