Shareholder notes in the share register

Learn how to add, adapt and delete shareholder notes and how to add these notes to the share register.

Adding notes about shareholders can help you clarify specific information regarding each individual shareholder. These notes are beneficial for centralizing internal information and may also be useful for enhancing the share register by providing additional context to clarify particular situations.

This article provides a step by step guide on how to add, adapt or delete a shareholder note.

Add a shareholder note

Learn how to add a a shareholder note and how to add this note to the share register (export).

Please note that when you add a shareholder note to the share register, only the content of the note will be visible, while the title will not be displayed. The shareholder note will appear at the top of the shareholder's page.

For detailed instructions, click 'Start tutorial' below.

Adapt a shareholder note

Learn how to adapt a shareholder note.

For detailed instructions, click 'Start tutorial' below.

Delete a shareholder note

Learn how to delete a shareholder note.

For detailed instructions, click 'Start tutorial' below.