Exporting A Shareholder Register

For non-UK companies, it is possible to export a shareholder register in a .pdf format in Capdesk.

For UK companies, please refer to Register of Members. 

1. Navigate to Settings > Settings and add-ons and make sure to check the Use Capdesk as shareholder register.

2. Navigate to Ownership > Shares > Transactions and click Reports.

3. Click Shareholder register.

4. Select the checkbox to include draft transactions or not and click Request report.

5. You can follow the progress of the report through a notification on the bottom right corner.

6. Once your report is ready, you will receive an email. Click Download to download the report. This will be in PDF format.