A statement of holding is a summary of an investor's holdings and includes important details such as the number of shares purchased, options granted or associate holdings such as convertible notes.
To download your statement of holding for any holdings you have listed on Orchestra, please log in to your account.
The overview page shows your investment entities. Click on the investment entity you'd like to get a statement of holding for.
Choose the company your investment entity has holdings in to access your Dashboard.
From your Dashboard click on the 'Statement of holding' button. Your statement will open in a new tab and you can download it as a PDF file.
The statement of holding includes the name of the company, the class of shares held by the shareholder, and the number of shares held by the shareholder, so covers the requirements for a share certificate for investors.
The official legal record of investor shareholdings is the entry on the Share Register of the company. If there are any inconsistencies between the Statement of Holding and the company’s Share Register, then the register will prevail.