Shareholders

What it does

Shareholders stores details of every person or entity that holds shares in your company. Each record includes personal details, address, and a history of their share transactions.

Key actions

• Add shareholders with personal and address details
• View shareholding history per person
• Edit and update shareholder information
• Remove former shareholders

Getting started

Go to Company Secretary > Cap Table > Shareholders. Add each shareholder and then record their share allotments from the Cap Table.