Share Ownership
Share ownership management is an essential component for any company, particularly joint-stock companies. Here is a complete guide to understanding and managing shares, capital movements and shareholder accounts.
1. Share transfer register
The share transfer register is crucial for tracking changes in share capital, recording every transaction (transfers, dismemberments, charges). It must comply with regulations.
With Alex: Share management is automated with blockchain anchoring guaranteeing transparency. The 2017 blockchain ordonnance allows legal registers to be digitised, and you can download an anchoring certificate at any time. Moreover, the tool is extremely flexible: you can add, reorder or modify shares quickly and simply.
2. Capitalisation table
The capitalisation table reflects the state of share capital before and after dilution. It is essential for visualising the distribution of shares and understanding the effects on capital.
With Alex: This table is generated automatically from share movements and allows you to assess dilution accurately. It is available in Excel format for maximum flexibility.
3. Individual shareholder accounts
Each shareholder has an individual account updated according to share movements, enabling real-time tracking of holdings.
With Alex: These accounts are updated automatically and can be downloaded in PDF format, providing accurate and transparent tracking.
4. Managing complex registers
Some companies manage complex registers such as preference shares or convertible bonds.
With Alex: Our specialist modules, developed in collaboration with law firms, enable smooth and compliant management of the most complex registers.
5. Migration
Migrating existing registers can be a challenge, especially for large companies with complex registers.
With Alex: Migration is simplified and quick. You can modify entries, import data via Excel, and automatically calculate the impact on your share ownership. Everything is done with great flexibility, making integration and reorganisation of shares straightforward.
Share ownership management for joint-stock companies (SAS and SA) must comply with strict rules:
Share transfer register: Mandatory for tracking shares, every share transfer (sale, dismemberment, charge) must be recorded.
Capitalisation table: This enables visualisation of the capital structure and dilution effects, and must be regularly updated.
Individual shareholder accounts: Each shareholder must have a transparent and up-to-date account showing all movements.
Complex registers: Preference shares and convertible bonds require expert management to ensure compliance with current legislation
The blockchain ordonnance (n° 2017-1674) now allows these registers to be maintained in digital form on a blockchain, providing a high level of transparency and security. With Alex, every stage of managing your share ownership is automated, simplified and compliant with regulations.
