How to Reissue Certificates?

On Eqvista, you can easily reissue share certificates for your issued shares in just a few simple steps.

Reissue Certificates

Certificates can be reissued when you have edited grant details, making the existing ones inaccurate or outdated. The new certificate will automatically void the previous version.

Note: The certificate feature is only available for premium account holders. Kindly upgrade your account to unlock the feature.

Here are the steps to follow:

Step 1: Log into Eqvista and select your company account.

On the dashboard, click on “Admin Records” on the left side to get a drop-down menu and select “Certificates”.

Step 2: Once you do this, you will be directed to the following page. You can reissue certificates by clicking “Reissue” as shown below.

Step 3: A new panel will appear as shown below. Select the equity class and certificate template from the drop-down menu, and tick the box if the shareholder’s signature is required.

Step 4: Once you do this, a list of grants from the equity class with certificates to reissue will appear.

Note: Before reissuing certificates, ensure you have issued certificates. Check out the support article to learn how to issue certificates. 

Note: The list for reissuing displays all grants that have an original certificate, have been updated, and have not been reissued with new certificates.

In this case, the amount highlighted in “Red” is the updated amount.

The moment you select the shareholder, you can see the number of shareholders selected. You can select more than one shareholder. In short, you can select all if you want to reissue certificates for all of them at the same time.

Once done, click on “Next”.

Step 5: The next step takes you to add the executor who would be signing the certificate. Select up to two executors and the role of the executor from the drop-down menu.

Note: The person who is selected to execute and sign the certificate should be either the director, the secretary, or the president. Company users can only be assigned as executors. To know how to add a company user read this support article.

Once done, click on “Next”.

Step 6: The last step involves you checking the information, including the shareholder’s certificate you want to reissue and the executor who would be signing the certificate. 

Note: If the original certificate is signed by both the company and the shareholder, then the system will prompt a message asking you to request the shareholder’s consent to void the original certificate. Check out the support article to understand more about it. 

Once done, click on “Submit”.

Step 7: Then, you will be directed to the following page, where the new certificate will automatically void the previous version. The previous version of the certificate will display the status “Voided”.

The previous version of the certificate can be viewed by clicking “Detail”. The reissued certificate will automatically void the previous version.

Step 8: You can see the option “Your sign is required”, which appears for the executor. To sign the certificate, click on “Sign”.

Note: From here, you will be able to perform many functions. To know more about it, check out the support article!

If you are the executor, you will also receive an email to sign the certificate and click on “View Certificate”. 

Note: Once you click, you will reach the page where you can view the certificate and sign it. Check out the support article to understand how to sign a certificate.

To learn more about Eqvista, check out our support articles and knowledge base. For queries, get in touch with us!