Structure

Every guide that uses Structure, whatever the work.

• Getting startedWork on one entity or the whole groupSwitch between the whole portfolio, a single entity and an entity with everything it controls.
• Entities and peopleLabel entities with a company groupPut each company in a company group, such as a portfolio or a division, and label its subsidiaries with it in one go.
• Ownership and structureSee your group structureRead who owns a company and what it owns, as a chart or a list, today or on any past date.
• Ownership and structureExport a structure chartDownload the group structure as an image, a PDF or a Word document, with a certified extract signature box when one is needed.
• Ownership and structureSee where a person sits in the groupSee every company a person holds shares in, the subsidiaries beneath them, and the board seats they hold across the group.
• Ownership and structureRead a company's cap tableSee a company's share capital at a glance: its classes, what is issued, who holds it, and each holder's percentage.
• Ownership and structureSet up a share classAdd a class of shares to a company with its nominal value, voting rights, other rights and certificate numbering.
• Ownership and structureRecord an allotment of sharesEnter new shares on the securities ledger with their price, whether they are paid, and who they were allotted to.
• Ownership and structureIssue a share certificateIssue a numbered share certificate over a holding, dated the day the holder became entitled to it.
• Ownership and structureProduce the register of membersRead a company's register of members on any date and generate it as a PDF or Word document.
• Ownership and structureGrant options under a share schemeReserve a pool of shares, record the option scheme that governs it, grant options with their vesting, and adjust awards in bulk.
• Ownership and structureTransfer shares between membersTake a share transfer from the signed stock transfer form to the register, with pre-emption, board approval and stamp duty recorded on the way.
• Ownership and structureDeclare a dividendWork out each member's dividend from the register at the record date, confirm profits are available, and finalise it.
• Ownership and structureRecord a share split or other corporate actionApply a split, consolidation, bonus issue, buyback or reduction of capital to every holding at once, after previewing it.
• Ownership and structureRecord a convertible loan noteRecord a convertible loan note's conversion terms against its loan facility, and see what it would convert into at a funding round.
• Ownership and structureRecord a charge over company propertyEnter a mortgage or charge on the company's register of charges and start its registration at Companies House.
• Ownership and structureCorrect a mistaken ledger entryUndo a wrong issuance or other entry on the securities ledger with a compensating entry that says why.
• Ownership and structureModel a proposed reorganisationCopy the live group onto a canvas, redraw it as the proposed structure, keep named versions, and export it for the board.
• Ownership and structureModel a funding roundSee how a proposed round, option pool or secondary sale would dilute each holder, without touching the register.
• GovernanceRecord a person with significant controlAdd an individual or a parent company to a UK company's PSC records, starting from what the cap table suggests.
• GovernanceReview close links for the FCASee which parties an FCA-authorised firm must report as close links, and keep a dated register of each submission.
• Companies HouseReport an allotment of sharesCheck the return of allotment built from the cap table and file the SH01 from the task the allotment raised.
• IQ and insightsAsk IQ who controls a companyAsk IQ for the chain of ownership above and below a company, and have it checked against the PSC register.
• IQ and insightsSet up a new subsidiary with IQGive IQ the new company's details in one message, approve its plan, then approve each record it creates.
• IQ and insightsDraw a proposed structure with IQAsk IQ to redraw a structure model for a proposed reorganisation, approving each change to the canvas.
• AdministrationAdd your own shapes to the modelling canvasSave the boxes and connector lines your team draws on structure models as templates everyone can drag onto the canvas.