Edit stakeholder details (name, address, shareholding details (including aggregate amount paid) and other details)
This guide explains how to edit stakeholder details that do not require any legal approval process (e.g. change name, address, update PSC/RLE reasons, update high-level shareholding info including aggregate amounts paid/ unpaid, etc). If you need to make a more substantive change to a stakeholder (e.g. appoint them as a director, issue shares, etc), you will need to complete the necessary action in Kudocs to do so.
If the changes you are making require a Companies House filing, Kudocs will do that for you, automatically.
The action is available via the individual stakeholder page.
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How to make changes
Select this route and Kudocs will help you complete all the necessary steps for this action.
Step 1
Select the stakeholder whose details you want to edit and open their page
Step 3
Save and preview the changes to check what you have done and preview Companies House filing (if any) if you want to.
Step 4
If you need to edit shareholder specific details (membership start date, total aggregate amount paid/ unpaid) you can do so via the {Edit shareholding info} button.
More detailStep 5
You can upload and edit your own documents stored against that stakeholder's profile.
Outputs - all handled automatically by Kudocs
- All registers updated automatically and immediately by Kudocs
- Companies House filings submitted, as needed.
- Full audit trail.