Using Orchestra - Share Registry
- How do I reclassify shares in my share registry?
- How do I edit a share transaction?
- How do I issue shares in my share registry?
- How do I transfer shares in my share registry?
- How do I change a shareholder address?
- Can I add extra email addresses to a shareholder?
Employee Share Ownership Plans (and other Options)
- How do I offer or grant options to an employee?
- How to create an ESOP vesting schedule template?
- How do I invite my employees to view their options on Orchestra?
- What do my option holders see when they are invited onto Orchestra?
- What to do on your ESOP if an employee leaves the company?
- How do I create and edit ESOP vesting schedules?
Orchestra for Companies
- How do I create an investor data room?
- How do I add a company valuation?
- Creating a dividend distribution for New Zealand companies
- How do I track communications sent to my shareholders?
- What do my shareholders or members see when they are invited onto Orchestra?
- How do I add new users to access my company?
Orchestra for Lawyers and Accountants
New Zealand Companies Office
- How do I upload a Directors' Certificate for an issue of shares to the NZ Companies Office?
- How do I add, update or remove a company director in Orchestra?
- How does Orchestra update the New Zealand Companies Office website?
- Are my records in the New Zealand Companies Office sufficient for my share register?
- When do I have to update the New Zealand Companies Office?
- How is my share register different from the New Zealand Companies Office?
Billing
- How do I enter a credit card or change the credit card on my account?
- Can I pay my Orchestra subscription or invoice by bank transfer?
- How do I change the email address that receives Orchestra invoices?
- How do I find my Orchestra invoice?
- How much am I paying for Orchestra?
- How are charged stakeholders counted in Orchestra?