If your company has historical events recorded in its share ledger, there are two options:
You can digitize everything to ensure the historical data is accurate, by recreating each event step by step in chronological order.
Or, you can digitize only the current state and retain the historical records in their existing format.
This guide explains the second option: how to digitize the share ledger based on the current state.
If you wish to digitize the full historical record instead, [read more here].
Digitizing Based on the Current State
This method involves saving the historical records in their current format while digitizing the present ownership structure. To ensure all information is kept in one place, a file containing the historical data can be uploaded to NVR.
The following information is required to complete the setup:
A list of current shareholders
A breakdown of the shareholdings, including share numbers
The registration date for each shareholder (the date they were entered as owners, which must be indicated per entry)
If the company is Swedish, the system will automatically retrieve available information from the Swedish Companies Registration Office (Bolagsverket), such as share capital and number of shares, and pre-fill this in Step 2.
Step 1 – Enter the Company Registration Number
Enter the company’s registration number. If the company is Swedish, the name will appear automatically.
Click “Next.”
Step 2 – Enter the Company’s Share Capital
The system will automatically display the number of shares registered with Bolagsverket.
Enter the share capital by clicking "OK" under Prefill Information
Step 3 – Specify Share Classes and Number of Shares
The system will automatically show the number of shares and any share classes registered with Bolagsverket. Click "next".
Step 4 – Register Shareholders and Allocate Shares
You can either import a file (CSV UTF8 format) or add shareholders manually by clicking "Next".
If you choose to add shareholders manually, click "Add" to add a new shareholder. Then fill in the information. Repeat this process until all the shareholders are added.
Note: Shareholders can be either individuals or legal entities depending on ownership.
Once all shares are allocated, click “Next"
Step 5 – Preview and Finalize
Begin by specifying how many shares of each share type each shareholder owns.
If all shares are held by a single owner, you can include additional details such as the date of entry in the share register and/or split the holdings into multiple share entries if the shares were acquired on different occasions.
Finally, click the Finalize button to complete the setup process.
Any restrictions outlined in the Articles of Association can be added after the setup is completed.