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How do I allot shares to new or existing shareholders?
How do I allot shares to new or existing shareholders?
Updated over 2 months ago
  1. If they are a new shareholder, first add them by following these steps: How do I add a new stakeholder?.

    Note - in case of a new shareholder, you would be required to add their KYC before paying and submitting the request.

  2. If they are an existing stakeholder, you can proceed directly to adding their share position. To do this, go to the Equity tab, navigate to ‘Shares’ and click on ‘Add a new share position’

    If they are a new stakeholder, first add them by following the steps in the guide How do I add a new stakeholder?

If they are an existing stakeholder, you can proceed directly to adding their share position. To do this, go to the Equity tab, navigate to ‘Shares’ and click on ‘Ad

  3. Complete the required details and click on 'Save'

    Click on Save


  4. When you are ready to pay, click on ‘Add to cart’. Then go to your Dashboard, click on 'view cart' to complete payment and submission.

Right to the name of the existing shareholder, Click on dropdown
Click on the Add to cart to purchase your request



Note: If you are allocating shares of a new share class, please ensure you first add the new share class to your cap table. To do this, go to Equity > Share Classes > Add New Share Class.

Note: the submission of these changes through Clara does not automatically update the company's details with the Regulator. Clara will contact you to take the necessary steps, including obtaining signed company resolutions and any additional documents required to complete the filings with the Regulator.

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