Transfer shares
This guide explains how to transfer shares using Kudocs. You can use this process to handle all elements of a share transfer including the contractual transaction between a single transferor to multiple transferees, deed of adherence for new shareholders, Stock Transfer Forms, Stamp Duty calculation and payment details, board approval and share certificates.
The action is available via:
- Quick action list in Shares & Shareholders
- All actions.
You can use either the Perform or Record route.
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Perform route
Select this route and Kudocs will help you complete all the necessary steps for this action.
Step 1
Set up the transfer process - from/ to whom and how much of the transaction do you want Kudocs to handle
More detailRecord route
Select this route if the legal steps (agreement between parties, deed of adherence, Stamp Duty paid and STFs submitted and returned from HMRC, board approval... ) have been completed, but the admin still needs to be completed (update Kudocs, generate share certificates, notify Companies House, etc).
Outputs - all handled automatically by Kudocs
- Email sent to initiator informing them of process outcome.
- Share registers updated in Kudocs.
- Stakeholder page for each shareholder is updated.
- Existing share certificates in the class concerned are cancelled.
- New share certificates generated and distributed to shareholders (if selected).
- Process information stored in Kudocs for future reference & any documents filed in document store.
- Confirmation statement generated & filed at CoHse if selected.