In the event an allotment is completed with an incorrect date or amount paid, this can be updated within Inform Direct.
Note: Amending the transaction within Inform Direct does not update the Companies House record, the SH01 form may need to be second filed. Please see How Do I Second File at Companies House Using an RP04 form?
1. To access the transaction record, please go to the Shareholders or Share Classes tab and select View transactions.
This will open a list of all transactions since the company was added to Inform Direct, including the imported shareholdings.
Note: If you wish to amend the imported shareholdings please see How do I edit the imported shareholdings?
2. Next to the allotment which you wish to amend, please click the yellow pencil option. This will allow you the options detailed below:
Edit date of allotment will open a summary of the current details with an editable date field.
Edit amount payable will also bring up a summary, but will have the amount paid field as an editable option. This will be the total amount paid for the transaction.
3. After clicking Next a summary of the details which you are changing will appear. There is a note included to suggest that where a change has taken place the second filing of the allotment with an RP04 is likely to be required.
4. Selecting Save changes will commit the action and return you to the Share transactions list with the corrected details.
Note: The company registers within Inform Direct will also be updated to match the amendment which has taken place.