Carta can assist you and/or your Company Secretary with creating accurate statutory company registers and filings.
Currently Carta supports the following Company Registers:
- Register Of Members;
- Register Of Allotments;
- Register Of Transfers;
- Company Secretaries;
- Register Of Directors;
- Register Of PSCs.
All registers can be accessed by navigating to the Company registers section on the left side of the account:
If you are not seeing this section, please make sure you have the feature enabled. Navigate to Settings > Settings and add-ons and check Use company registers and filings on Carta.
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Please note, the company registers feature is only available for UK companies. Furthermore, it is only possible to generate share certificates if the company registers and filings is enabled. |
Register Of Members
The Register Of Members is the main register related to transactions. From there it is possible to export a Register Of Members in a pdf or excel format. The ROM can be extremely useful when the company needs to provide a detailed document that shows all transactions and current balance of their shareholders. You can find the Register Of Members support article here.
Register Of Allotments
The Register Of Allotments is the register that will contain all share issuances on the account. From there it is possible to generate SH01 filings for each allotment and export the register on an excel format. Find more about the this register in this support article.
Register Of Transfers
Similarly to the Register Of Allotments, the Register Of Transfers will contain all transfers that happened on the company and that have been put into register. It can be exported as an excel file as well. This support article details goes over the Register Of Transfers.
Company Secretaries
This feature allows company admins to keep an up to date register of their co-secs and generate filings related to co-sec appointments, changes and terminations. Read more about the Company Secretaries feature here.
Register Of Directors
It is also possible to create a register of directors and generate the related filings such as appointments, changes and terminations of company directors. The step by step of this register can be found here.
Register Of PSCs
PSC stands for Person with Significant Control. A person with significant control (PSC) is someone who owns or controls your company. They can be called ‘beneficial owners’. The Companies House require that any PSC should be reported and the Register Of PSCs feature can assist on generating the appropriate filings. Please refer to this support article for more about this feature.