Digital Share Registers: Manage, Update & Export Ownership Data
May 22 @ 12:00 - 13:00
Free
This upcoming webinar hosted by InvestCEE LegalTech Consultancy in collaboration with our solution partner Corporify provides a unique learning opportunity to explore how to implement a digital corporate governance strategy.
The content of the webinar is tailored to legal professionals, fund managers, business and finance teams focusing on corporate housekeeping. We’ll guide participants through the practicalities of adopting a digital share register center and other corporate governance processes. We’ll discuss:
- How to create a digital share register?
- Which transactions can be registered/tracked digitally?
- How to manage UBOs?
- Efficient communication with shareholders; and
- Best practices for automated reporting.
Sign up to join the free live session:
What’s in it for me?
The heart of any legal entity is the share register. In the case of corporate groups, managing multiple share registers – with all the underlying corporate housekeeping tasks – can be a truly challenging task. Yet keeping share registers compliant with local laws and regulations requires organizations to maintain accurate corporate records at all times and to manage the relationships and interactions among group entities and third parties. Tracking corporate data is essential in this process.
Some jurisdictions allow legal entities to switch completely from a paper-based share register to a digital one. However, even if an organization is required to keep a shareholder’s register book in printed format, a digital database makes it easier to keep a single source of truth for all corporate data.
With a digital share register, organizations can accurately manage key information regarding:
- the total number of shares,
- share classes,
- shareholder data,
- payments made on each share,
- transfer restrictions,
- share transfers (including the date of any transactions),
- voting rights and profit rights attached to each share.
In addition to maintaining a digital share register, data-driven corporate housekeeping also enables organizations to:
- get a detailed, historical overview of all transactions in which any shareholder was involved,
- customize and maintain accurate ultimate beneficial owner (UBO) information,
- grant stakeholders access to a data portal for efficient communication purposes; and
- extract data for reporting to stakeholders or public authorities.
Speakers
Join Olivier Van Borsel from Corporify and Orsolya Szabó from InvestCEE LegalTech Consultancy as they guide you through the basics for digitizing legal entity and shareholder management in organizations across jurisdictions, starting with a digital share register center.
Register below to secure your spot for the upcoming live session on May 22 (12 pm – 1 pm CET) or reach out to us with any questions regarding the upcoming event!
ADDITIONAL INSPIRATION +++
Belgian legaltech provider Corporify asked InvestCEE to prepare a detailed overview of their cloud-based legal entity management and corporate housekeeping solution. Part 1 of the Corporify software review series focused on capturing corporate legal data in a single source of truth for all stakeholders. Part 2 focused on driving corporate efficiency with workflow automation and reporting. Finally, Part 3 of the articles series was dedicated to collaboration with stakeholders, IT integration capabilities and system security.
In preparation for the webinar, we also advise downloading the 5-Step Strategy Paper regarding digitizing corporate housekeeping:
