Shares Allotments and Transfers

How Do I Allot or Transfer Shares To a Trust?
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
How Do I Create a Joint Shareholder?
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
Where Should I Send My Completed Stock Transfer Form?
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
How Do I Register an EBT (Employee Benefit Trust) as a Shareholder?
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
How to fix an individual shareholder showing as a corporate
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
How do I transfer shares to an Executor?
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
How Do I Prepare Draft Documents to Allot Shares?
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...
Tue, 29 Oct, 2024 at 5:03 PM
How Do I Prepare Draft Documents to Transfer Shares?
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...
Tue, 29 Oct, 2024 at 5:02 PM
How do I edit a Share Allotment?
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...
Tue, 29 Oct, 2024 at 5:01 PM
How do I edit or remove a Share Transfer?
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, ...
Tue, 29 Oct, 2024 at 5:00 PM