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, please go to the Shareholders or Share Classes tab and select View transactions. 

This will open a list of all transactions since the company was added to Inform Direct, including the imported shareholdings.

Note: If you wish to amend the imported shareholdings, see How do I edit the imported shareholdings?

2. Next to the transfer which you wish to amend, please click the yellow pencil option. This will allow you the options detailed below:

Edit date of transfer will open a summary of the current details with an editable date field.

Edit amount payable will also bring up a summary, but will have the amount paid field as an editable option. 

Both of the edit options take you to a summary before completing the process and returning you to the Share transactions screen. 

Remove transfer shows a confirmation of the transfer which you wish to remove.

Once the removal is complete you will be returned to the Share transactions page. 

Note: The company registers within Inform Direct will also be updated to match the amendment or removal which has taken place.

Common FAQ's

"Can I reverse a share transfer removal?"

If you delete a share transfer, it cannot be reversed. You would need to re-enter the share transfer manually.