To do a share transfer, go to Company > Select a company
Once you’re on the company’s homepage, go to Company > Connections
Select the Share Transfers tab, then click Add a transfer:
Complete the relevant information then Save:
To prompt the prefilled form(s) you will need to include the Date of transfer.
To prompt the Share certificates, you will need to include the transferor’s balance
You should see a record of the transfer on your Share transfers list:
If the share transfer creates a PSC, then there will be a PSC form in the Filing centre on the
company’s homepage (Filing > Filing centre):
Once filed, the form(s) can be found in the Cloud Library (Documents > Cloud Library):
To access the share certificates, go to Documents > Shares > Share certificates:
To download the HMRC Stock Transfer Form, go to Documents > Shares > Transfer Shares >
Stock Transfer Form:
Click on the green edit pencil, edit the relevant fields accordingly, then click Show form:
For the minute document, go to Documents > Shares > Transfer Shares > Share Transfer
Minute:
You can use the select all option, or simply select the transfer you wish to file minutes for,
then select Go to meeting details:
Tick the correct option then click Next.
Complete all the relevant information, then click Make documents, you have the option to
save the file locally to your device:
Once completed, the minute file can also be found in the Cloud Library (Documents > Cloud
Library):
Click on the green edit pencil to Download the minute, or Upload a replacement once it’s
been signed: