Shares Allotment

When a Shares Allotment processed has been completed, more details can be viewed including the Shares Certificate. This is how to view them and also generate certificate.

1. On the client menu, click on Register of Members.
2. Click on “Shares Transactions”.
3. On the list of transactions, find any with a Completed status (refer to the first column).
4. Click on the “View” button at the end of the row.
5. The “Allotment Details” is now displayed with a list of recipients along with their certificate number at the bottom.
6. Click on any of the row within the box “Share Transactions”.
7. The “Shares detail” is now displayed. There are a options which can be done to this Share;
   • Reduction: Reduce the number of shares.
   • Transfer: Transfer part of the shares to another member.
   • Generate Certificate: Generate a PDF version of the shares. However the button is only enabled if the Cosec and at least 1 director has saved their online signature in the system.