Shareholder – add historic
This guide explains how to add an historic – i.e. former – shareholder to Kudocs. This process enables a company to add details of the company’s historic shareholders and shareholdings, without affecting the current information.
You need to add a historic shareholder to Kudocs before you can record a historic share transaction against them.
The action is available via:
- All actions.
This is a Record action only.
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Record route
Select this route and Kudocs will help you complete all the necessary steps for this action.
Step 1
Add historic shareholder details including the shareholder end date.
Step 2
Historic shareholder details added to Kudocs and the shareholder register (as historic) where appropriate.
More detailOutputs - all handled automatically by Kudocs
- Historic shareholder details added to the register.
- Shareholder page updated.