Allotment Journal

An Allotment Journal is a detailed record of the number of shares allocated to each member.

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Last updated October 24, 2025

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Allotment Journal

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What is a allotment journal?

An allotment journal is a record that details the allocation of company shares to shareholders, including relevant dates and ownership information.
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When should you use a allotment journal?

You should use an allotment journal whenever your company issues, transfers, or surrenders shares to ensure accurate and up-to-date shareholding records.
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What should be in a allotment journal?

An allotment journal should include the date of issuance, shareholder names, number of shares allocated, serial numbers, and any surrender details.
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Frequently asked questions

What is a allotment journal?

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When should you use a allotment journal?

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What should be in a allotment journal?

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Who needs this document?

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What are the main benefits of keeping this record?

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Does this document provide legal protection?

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Can this document be used for all types of companies?

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How does this help with tax and financial reporting?

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Allotment Journal

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