Good for your investors
Investors under the nominee can be given an almost identical experience to direct investors, whilst you have full transparency over the nominee.
The nominee company holds the legal ownership of the financial products, whilst a binding legal agreement ensures investors retain the beneficial ownership, including any profit or capital gains.
Good for your business
Use a nominee company to reduce the number of legal shareholders on your register.
This can have benefits including simplifying your cap table and avoiding additional obligations relating to financial reporting, audit and the Takeovers Code.
Easy setup and transition
Catalist can help you transition into a new nominee structure, with example comms and notices.
We are experienced in helping set up new nominee structures, managing our clients’ existing nominee structures, and transitioning clients from an existing nominee structure to the Catalist nominee.
You are likely to need legal advice if you want to transfer existing investors from direct legal ownership of your shares to be held under a nominee company, because the process will depend on the rights and obligations in your governance documentation. The transition process is usually relatively straightforward.
Read our standard Deed Poll and explanation for investors here.
Send us an email or use our Contact form and we'll get in touch to discuss options for your nominee service.
