Generate EIS/SEIS Certificates (investors behind corporate nominee)
This guide explains how to generate certificates for EIS or SEIS relief for individuals investing via a corporate nominee (e.g. a VC fund) after a share issue using Kudocs. Click here to see how to generate certificates for direct individual investors.
It is common for individual investors to invest via a corporate nominee fund (e.g. a venture capital fund). While the corporate nominee is not eligible for EIS or SEIS relief, the investors are. Kudocs makes it easy and quick to generate their certificates in seconds – even if you have 100s of investors.
The action is available at the end of the share issue process under the EIS/SEIS certificates section.
The EIS/SEIS generation tool is available at the end of the share issue process. The process can be cancelled anytime until the certificates are signed.
Step 1
Perform or record a share issue on Kudocs.
Step 2
Under the EIS/SEIS certificate(s) section, select {Generate certificates}.
Step 3
Select which corporate shareholders to generate the certificates for and upload details of the investors.
More detailStep 5
Kudocs generates the certificates, including electronic signature by a director and distributing to all investors.
Outputs - all handled automatically by Kudocs
- EIS/SEIS certificates generated.
- If electronic-signature selected, Kudocs will send certificates to the selected director via email for signing. They only have to sign once – no matter how many investors!
- If selected, Kudocs will send completed copies of the EIS/SEIS certificates to shareholders.
- Process information stored in Kudocs for future reference & any documents filed in document store.