Share Register
A complete, multi-class share register built around the way Community Benefit Societies actually work.
Multiple share classes in one register
Most CBSs issue more than one class of share — community shares, preference shares, staff shares, loan stock. CBSMembers handles any number of classes, each with its own denomination, interest rate, withdrawal rules, and dividend calculation. The register keeps a clean view of who holds what, across all classes, at any point in time.
Full share lifecycle
Record new share certificates for new or existing members. Set the issue date, number of shares, share class, and certificate number. A PDF certificate is generated automatically.
Withdraw a certificate in full. The register records the withdrawal date. If a member is withdrawing only part of their holding, the original certificate is withdrawn and a new one issued for the remaining amount.
Mark a holding as suspended — for example during a moratorium — without withdrawing it. Suspended shares are excluded from dividend calculations.
With the agreement of both parties, shares can be transferred between members. The original certificate is withdrawn and a new one issued in the recipient's name — both operations recorded in the audit trail.
PDF share certificates
Every issue and transfer generates a PDF share certificate automatically. Certificates include your society's logo, the member's name and address, share class, quantity, certificate number, and issue date. They can be downloaded immediately, emailed directly to the member, or stored to the member portal for self-service download.
The certificate template is built in — no separate design tool required.
Pro-rata dividend calculations
Dividend calculations are built directly into the share register. For each member, CBSMembers knows the exact date each certificate was issued, so it can calculate pro-rata entitlements automatically — members who joined mid-year receive the correct proportion without any manual adjustment.
See Dividend Runs for full details on the calculation and payment process.
Complete audit trail
Every change to the share register is recorded — who made it, when, and what changed. The audit trail is permanent and cannot be edited. This matters for regulatory compliance: Community Benefit Societies are required to maintain an accurate share register, and CBSMembers gives you evidence that yours is correct.