If all information is entered as required by the Companies Act, Orchestra can function as a fully compliant share registry.
To download a copy of your share register you need to be logged in as a company Administrator.
From your Orchestra Dashboard, click 'Share register' and 'Shareholders' in your left hand menu.
On the shareholders screen click 'Download reports' and 'Full register (as at today)'.
An excel file will download containing tabs labelled:
- Overview
- Share Class Name (eg. Ordinary)
- Current holdings
One of the Overview notes will show the date of the last share transaction in your company.
Eg.
* This share register was last updated on 17 April 2023.
The tab [Share Class] shows a breakdown of all share transactions involving that share class (issues, cancels, buys and sells) including shareholders that may no longer have a holding in your company.
The tab Current holdings shows the list of current shareholders in your company.