Duration: 8 - 10mins

  • Identify the most relevant Registry information for a Board update

  • Bring ownership and movement insights together

  • Choose a Registry report that matches the reporting need

  • Create a clear, evidence-based shareholder narrative

I need to prepare a shareholder update for the Board and want to provide meaningful insight rather than simply exporting data.

A Board update should explain the current register position, what changed and whether anything requires attention. Registry views and reports provide evidence, while the Company Secretary selects and interprets what is relevant.

Before you start, you'll need:

  • Access to the Registry section

  • A register or share class to review

  • Permission to view shareholder information

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