Shares Allotments and Transfers
It is often a misconception that the shares should be registered in the name of a Trust. A Trust is not a person and so, strictly speaking, it should not be...
Thu, 21 Apr, 2022 at 11:43 AM
Whenever you allot or transfer shares in Inform Direct the wizard will ask who the shares are going to and present you with 3 options: - Individual - C...
Wed, 6 Oct, 2021 at 12:51 PM
Once you have filled out your J30 or J10 stock transfer form, you may need to send it to HMRC. Once a Stock Transfer Form has been completed you need to d...
Thu, 21 Apr, 2022 at 11:45 AM
There are 2 ways to do this: 1. You could do it the proper way and record each trustee as owning shares. We have written a article on how pensions ...
Thu, 21 Apr, 2022 at 11:50 AM
When a company is imported into Inform Direct, Companies House provide details of each current shareholder. If the previous software used to make filings ...
Mon, 20 Feb, 2023 at 5:05 PM
If a shareholder dies then their shares may need to be transferred to their Executor(s). If a shareholder dies then what happens to their shares will need...
Wed, 15 Feb, 2023 at 1:09 PM
Prior to submitting the SH01 to Companies House electronically, Inform Direct allows you to create an approval document. How do I allot shares? 1. Bef...
Thu, 15 Oct, 2020 at 10:35 AM
Prior to submitting a share transfer in Inform Direct, the software allows you to create an approval document. How do I transfer shares? 1. Before com...
Thu, 21 Apr, 2022 at 11:50 AM
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 wi...
Mon, 16 May, 2022 at 12:10 PM
If a share transfer contains information which is incorrect or is no longer required you can amend or remove it. 1. To access the transaction record, ...
Thu, 21 Apr, 2022 at 12:15 PM