New Features


Please see the new features article for further information about new features in this release.

  1. Company Secretarial share capital maintenance records for company share classes, share issues and call schedules.
  2. Members ledger display with summary of shares for each member.
  3. Posting and deletion options for allotments, redemptions, forfeitures and transfers; fully paid, part paid and nil paid shares.
  4. Allotments register and details of allotment share capital values.
  5. Redemptions register and details of share capital values.
  6. Forfeitures register and details of share capital values.
  7. Share Transfers register and details of transferrer and transferor.
  8. Bulk appointment and cessation of Register of Professional Officers records.
  9. Bulk appointment and cessation of Register of Trustee records.
  10. Bulk reassign addresses across entities (including by types such as registered office addresses).
  11. Improvements to the Register of Partners to include capital and loan commitment totals.
  12. Additional fields on Meeting registers to record minute production.
  13. Addition of a second tax jurisdiction field grouping for an entity.
  14. Addition of Regulation and Exchange listing fields for an entity.


Other Changes


[TN-1127] – Contact Date of Birth and Nationality to added to register display as optional columns
[TN-1810] – UK Companies House Authentication Code field displayed when Country of Incorporation is UK (ISO Code is GBR)
[TN-1811] - Members register displays percentage of shares held as an optional column
[TN-1825] - Column filters have been added to members and share class columns on the Register of Members
[TN-1833] – Added Entity Ref and Contact Ref columns to Register of Members and Directors


Fixes


[TN-1453] - Registers Search - column sorting not working

[TN-1504] - Trust Profile Report showing settlor ceased dates incorrectly

[TN-1505] - Profile Report stage 3 deselect all not working

[TN-1544] - US Residency unexpected error on change to Company Contact US EIN number

[TN-1657] - Members Register clicking page reset hides the current/all switch

[TN-1685] - Trust Established change to update correct field for a trust

[TN-1687] - Profile Report has stopped generating results for some entities

[TN-1745] – Correction to Relationships tree to show partners on relationships portlet

[TN-1772] - Add Member - System Error, Unable to add member

[TN-1822] - Blank Print Preview Issue on some report previews fixed

[TN-1845] - Member register Current/All Switch now working

[TN-1856] – Fix to Jersey Annual Return 500 Exception column name error message

[TN-1877] - Register Search ignoring filter selections