Get Share Application Form Of Limited Company

Filling out the Share Application Form Of Limited Company online is a crucial step for individuals looking to purchase unlisted shares through their small self-administered scheme. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the company details section, including the company name, registration number, address, postcode, contact name, and contact telephone number.
3. Answer the section regarding the company’s main activities by selecting yes or no to indicate whether it is engaged in a trade, profession, or vocation.
4. Provide information on how you became aware of the investment opportunity.
5. Indicate the number of shares to be purchased, the price per share, total purchase price, and the percentage holding this represents overall.
6. Clarify whether the shares being purchased are existing or new shares and confirm how the share price has been set.
7. Disclose your current holding in the company as well as any connection beyond that of an arm’s length investor.
8. Indicate if any members or trustees, or anyone connected to them, is a controlling director.
9. Confirm whether the pension scheme will hold an interest in the company to enable any connected person to occupy taxable property.
10. If applicable, provide the ISIN number and the expected returns including the amount and frequency of dividends.
11. Attach the required additional documentation, including the Articles of Association, a recent valuation if applicable, and any necessary transfer forms.
12. Complete the Member and Trustees Instruction and Declaration section by reading and agreeing to the terms outlined.
13. Ensure that all members and trustees sign the declaration, adding additional signed pages if necessary.
14. Finally, save your changes, download, print, or share the form as required.

Start completing your documents online for an efficient application process.