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The Register of Transfers and How To add Historic Information.

Rachel Blacklock
  • Updated

The Register of Transfers is a record of every share transfer.

The details should include:

  • Name of Transferee (surname + forenames or company details)
  • Name of Transferor (surname + forenames or company details)
  • Share Class
  • No. of shares acquired
  • Consideration
  • Date of Registration i.e. date name of Transferee added to the Register of Shareholders.

 

When a company is first imported into Inform Direct the Register of Transfers will be empty.  This is because Companies House do not provide any details.  However, once Inform Direct is used to process transfers they will automatically appear in the Register of Transfers.

Note: To record transfers for a date after the date of import you should use the application. How do I transfer shares

Note: To record transfers for a date before the date of import but after the last Annual Return or confirmation statement, you should use the application. How do I transfer shares?

 

To add details of a transfer which happened before the last Annual Return or confirmation statement, follow these steps:

 

1. Click on the green 'Add Historic Transfer' button.

2. This will bring up the below pop up box.

3. Add the details of the transfer.

4. When done click on the green 'Save changes to Register' button.

5. The details of the historic transfer will then be added. 

To help you find the transfer you will see the record marked 'RECENTLY UPDATED'.  This will disappear after a while but a permanent record that the details for this transfer have been added rather than imported is denoted by the little green triangle in the corner of each column.

 

6. If you let the cursor hover over any record which you have previously added (i.e. one with green corners) it will become highlighted and read 'Edit this record' as per the below.  If you want to edit the record simply click on it and it will take you to step 2 above.

Note: Editing the Register of Transfers does not update any other register nor does it send any message to Companies House.

 

When it comes to printing the Registers any details added in the above manner will be indistinguishable from details which are automatically included when the transfer is recorded using the Inform Direct.