Export the share register or parts of it.
Export the shareholder register (PDF)
1. Go to the share register:
Click Shareholder register in the left-hand menu and then select the Shareholder register tab.
2. Open the PDF file:
From this view, you will find the saved share register as a PDF. Click the link to the file.
3. Download:
In the preview that opens, click Download PDF to save the file to your device.
Export the shareholder register from the Document Archive (PDF)
The system automatically generates the shareholder register in the Document Archive, so you can retrieve it directly.
1. Navigate to the documents:
Click Documents > All documents in the left-hand menu.
2. Open the Shareholder register folder:
Click the Shareholder register folder and then open the subfolder for the share register you want to retrieve.
3. Preview and save:
Click the PDF file to preview it and then download it to your computer.
Export the shareholders list, Cap Table or actions (PDF / Excel)
Use this option if you need customised reports or want to continue working with the data in Excel.
1. Open the export menu:
Click Shareholder register in the left-hand menu. Click the icon with three dots (···) in the top corner and select Filter Shareholders, Cap Table, or Actions.
2. Set filters and format:
Select what you want to export (Shareholders, Cap Table, or Actions) and the file format you want (PDF or Excel).
Optional: Change the sorting and tick the box to include identification numbers.
3. Create and download:
Click Create export, and then click Download once the file has been generated.