Inform Direct allows users to manage a variety of share transactions (Such as Conversions SH08 or Share Split SH02). However, there are important restrictions on which transactions can be amended or removed directly by users.
Share Transfers
- Share transfers are the only share transactions that can be removed by a user. Simply click the yellow pencil next to the transaction under "View transactions".
- You can also amend the date and amounts paid for share transfers.
Share Allotments (SH01)
- For share allotments (SH01), users can amend the date and amounts paid.
- However, do consider that a correction to the Companies House filing may be required.
Other Share Transactions (SH02–SH19)
- All other share transactions (including SH02–SH19, such as consolidations, splits, conversions, cancellations, purchases of own shares, etc.) cannot be edited or removed directly by users.
- If you have entered a transaction incorrectly and it has not yet been submitted to Companies House, you may remove and re-import the company to revert to the latest position held by Companies House.
- If the share work has been submitted by Companies House, you can submit a correction via a second filing.
- If you do not wish to remove and reimport the company, for example if you have years of history you do not wish to loose, please contact the support team who can get this amended for you.
What to Do If You Need to Correct a Transaction
- For share transfers and allotments:
- Amend the date or amounts paid/unpaid directly in Inform Direct.
- For other share transactions:
- If not submitted to Companies House, remove and re-import the company.
- If submitted or you need help, contact Inform Direct support for assistance.