How to update optionholder details

This article covers how to update existing optionholder details on Capdesk.

This article is relevant if you have already imported/issued options onto Capdesk and need to make updates to your option holders.

Once you have registered options, you may come across a situation where an optionholder has changed their name or address or they may have been a mistake when registering the data. You can update their information by clicking on the 'Options' tab on the left of the screen to open the options page: 

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Once you're on this page, to select on the relevant optionholder, click on the '...' action button to the right of the name, and a drop down menu will appear. To modify the optionholder details, click on 'Modify Grantholder'. 

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This will take you to the page where you can modify the followings details: 

  • First name
  • Middle name
  • Last name
  • Email

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In the 'Advanced' section you can enter:

  • Date of birth
  • Personal ID (National Insurance number or something similar)
  • Shareholder Category e.g employee, optionholder, etc.
  • External Stakeholder ID (this could be an internal employer id or something similar)
  • Phone Number

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Notes and Documents: This is for any external notes that may relate to the optionholder you would like to acknowledge, the documents may be for any optionholder agreements you may have.

To add the document, please click the green 'Add document' button and then choose the file you would like to upload.

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To save the updated details please click the green 'Save' button to record the new details.

If you need further assistance, you can reach out to us by submitting a support ticket.