Record Substantial Interests

You can record information about substantial interests in the Data Library section.

Once you recorded substantial interests, you can generate a register of substantial interests.

1. Open the required company record and go to Data Library > Statutory.

2. Select Substantial Interest from the list.

3. On the Statutory Records - Substantial Interest page, select New.

4. On the New: Substantial Interest page, leave the type unchanged and select a status in the Summary section.

5. In the Other Connected Entities section, use the wand to link the data library record with the entity that has the substantial interest in the company.

6. In the Substantial Interest section, provide all the necessary details about the substantial interest such as type of interest, share class, amount of shares and so on.

7. Save the record once complete.

What's next?

You can now generate a register of substantial interests by selecting Reports > Statutory Registers > Register of Substantial Interest in the company record.