How to Issue Share Certificates

Generate professional share certificates for your stakeholders in seconds. Before issuing certificates, ensure your share certificate template is set up.

Choose your certificate type: Cake offers holdings vs. transactional certificates - holdings certificates show total ownership, while transactional certificates reflect individual transactions.

Important: Certificates are automatically added to stakeholder portfolios but aren't automatically emailed. You can choose to notify stakeholders during the issuing process.

Method 1: Issue Holdings Share Certificate

1. Go to Company → Settings and set Share Certificate settings to 'Holdings share certificate by class'

2. Navigate to Ownership → Cap table → Shareholders

3. Find your stakeholder and click the Issue share certificate icon on the right

   

4. Confirm company details, certificate number, and issue date

5. Choose whether to Notify shareholder of new certificate

6. For US companies: Customize legends if needed (create new legends via Documents → Templates → Share Certificate → Edit details → Custom legends)

7. Ensure company signers are added and click Issue certificate

Method 2: Issue Transactional Share Certificate

1. Set Share Certificate settings to 'Transactional share certificate' under Company → Settings

2. Go to Ownership → Transactions log

3. Click the Issue share certificate icon on the right of the relevant transaction

   

4. Confirm details, customize legends if needed (US companies can create new legends via Documents → Templates → Share Certificate → Edit details → Custom legends), and click Issue certificate

Alternative: You can also navigate via Ownership → Cap table → Shareholders, click the shareholder name, then click More next to the transaction and select Issue share certificate.

Method 3: Issue Certificates in Bulk

Note: Bulk issuing is only available for holdings certificates (total ownership), not transactional certificates.

1. Ensure settings are set to 'Holdings share certificate by class'

2. Navigate to Ownership → Cap table → Shareholders

3. Select multiple stakeholders using the checkboxes

4. Click Actions → Issue certificates

5. Confirm details, customize legends if needed (US companies), and click Issue certificate

   

Note: For bulk issuing, the preview shows only the first certificate. View all issued certificates under Documents → All documents → Share Certificates.