A share certificate is a formal, printable document that evidences a shareholder's ownership in an entity client. The platform generates one PDF per shareholder, pre-filled from the capital structure, with your firm's branding and an official seal.

  1. Open the entity client's detail page.
  2. Click the Contacts tab and scroll to the Capital section.
  3. Click the capital type to expand the shareholder list.
  4. Next to the shareholder you want to issue a certificate for, click Generate Certificate.
  5. The PDF downloads. It contains:
  • The certificate title and a unique certificate number.
  • The company name (the entity client) and registration number.
  • The shareholder's name and identifying details (where captured).
  • Number of shares, share class (capital type), currency, ownership percentage, share price (if recorded), and total nominal value.
  • The issue date — defaulted to today, customisable before generating.
  • Three signature blocks (typically authorised signatory, secretary or director, and date) and an official seal circle with your firm name.

Print or save the PDF for the shareholder's records and your firm's central register.

Customise the issue date

Click Generate Certificate > Custom date if you need to backdate the certificate to match the legal effective date of the issuance (e.g. the share allocation date rather than today).

Re-issuing a certificate

If a shareholder loses their certificate, generating again creates a new PDF with a new certificate number — the previous one is kept in the capital history as superseded. Mention this in the audit trail using the Note field on the certificate generation dialog so the reason for re-issuance is recorded.

Tip: Generate certificates as part of your standard workflow after every transfer, split, or redemption — keeping the shareholder register and the issued certificates in lockstep makes statutory filings and due diligence requests painless months or years later.

Note: The certificate template uses your organisation's branding from Settings > General (logo, colour, name). To customise the legal wording, signature lines, or layout, contact support — the template can be tailored per firm but is not user-editable.