August 2023
- Nudge when it is time to file for the HMRC annual return ๐ค
- Bulk reissue for grants ๐
- New register of secretaries (CoSec) ๐จโ๐ผ
- Pending issuer signature banner โ๏ธ
- ISO/IEC 27001:2013 certification ๐
- Access settings for investors ๐ ๏ธ
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Nudge when it is time to file for the HMRC annual return ๐ค
Managing equity and compliance obligations can be complex and this new feature aims to facilitate this by notifying admins outside of the platform about upcoming deadlines, starting with the EMI/CSOP annual return.ย
Notifications will be sent via email 30 days before the deadline, then 7 days before, and finally, on the day before - unless they have been marked as filed on Capdesk. Since the deadline is on July 6th, the next email will go out in June 7th, 2024.
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Bulk reissue for grants ๐
You can now reissue failed grants with just a few clicks, instead of manually cancelling and reissuing the grant from scratch.
Traditionally, the process of reissuing grants was a time-consuming and cumbersome task, involving multiple steps such as cancelling failed grants and manually re-issuing them. Capdesk's new feature simplifies this process by offering a seamless, one-click solution, allowing companies to instantly reissue grants with ease.
The feature can be found on the Online issuances page and will appear only if there are any existing failed grants. Click onย Reissue grants, select the relevant grants you wish to reissue -ย Continue -ย Reissue grants.
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New register of secretaries (Co-Sec) ๐จโ๐ผ
Compliance is key when it comes to equity management and company law. Weโre happy to let you know that weโre now well under way on the journey to provide you with a wide range of tools to help you keep track of everything you need!
First up is the register of secretaries, allowing you to keep a historic overview of your previous company secretaries, as well as the current active one - be that corporate or individual.
Additionally, weโve added support for all your filings needs and you find CH03, CH04, AP03, AP04 and TM02 available at your disposal on the platform!
This support article provides all the details about this feature on Capdesk.
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Pending issuer signature banner โ๏ธ
Once a grant is signed by the grantholder it appears on their dashboard straight away. This can be misleading as there was no way for the grantholder to know that the company signature is still pending. Until now!
A new banner on the stakeholder's dashboard will let the user know their grant is still pending signature from the issuer.
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ISO/IEC 27001:2013 certification ๐
As of August 2023, Capdesk is an ISO/IEC 27001:2013 certified provider, whose Information Security Management Systems (ISMS) has received third-party accreditation from the International Standards Organization.
Check out this support guide on how to request access to the certificate.
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Access settings for investors ๐ ๏ธ
Investor settings have been revamped to support a level-based configuration - with the options being Restricted, Basic, Advanced and Full access. Given the new access levels, investors withย Basic access or upย now also have access to the cap table directly within the investor dashboard.
Currently, we have only released the first two access levels - Restricted and Basic - with the other two following later next month.
Find the full details of the release in this support article.ย