Creating a Dividend Statement reflecting prior Shareholders/Share Allotment


I've updated the Company Shareholders but need to generate a Dividend Statement showing the prior share allotment. How do I do this?

Note: This article is not applicable to clients using Managing Transactions.


The Dividend Statement generates based on the Company Profile at the time it is generated. When the generated statement no longer matches the Company Profile, any differences will need to be made manually prior to sending for signing.

  1. Complete the Dividend Statement form. This will generate the documents based on the current Company Profile.
  2. Edit the generated documents using the Online Editor. Ensure all impacted aspects have been changed, for instance:

  • Names
  • Addresses
  • Share classes
  • Number of shares
  • Dollar values
  1. Proceed with signing.
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