Cross-check a share transfer or amendment addendum against the original MOA to see exactly what has changed.
For amendment cases—particularly share transfers—Registry must confirm exactly what has changed from the original Memorandum of Association. Comparing two multi-page documents manually is error-prone and time-consuming.
Instabase automatically compares shareholder names, share percentages, and key fields between the original MOA and the new addendum, showing you a clear before-and-after summary.
Compile a leadership-ready summary of validation accuracy, return-rate reduction, and processing time saved across the Registry using Instabase Analytics.
Configure workflow automation so validated cases move directly to license issuance or amendment processing without manual handoff.
Create and implement new validation rules in Instabase to automatically catch recurring document defects.
Use Instabase Analytics to identify the top reasons documents fail validation and which document types cause the most returns.
Open the amendment case in Instabase and confirm the amendment type is set to Share Transfer.
Instabase displays the new MOA addendum alongside the original MOA on file for this company.
The document comparison view shows extracted shareholder names and share percentages from both documents side-by-side.
Instabase highlights every change—added shareholders, removed shareholders, and percentage shifts—in a clear summary.
Confirm the new percentages total 100% and that transferring and receiving shareholders' passports are both present and valid.
Approve the amendment in Instabase, which updates the case status and prepares the extracted data for document generation.
**Original MOA (on file)** Shareholder [A]: [X]% Shareholder [B]: [Y]% **New MOA Addendum (submitted)** Shareholder [A]: [X minus N]% Shareholder [B]: [Y minus M]% Shareholder [C]: [Z]% **Instabase highlights:** • Shareholder [A]: [X]% → [X minus N]% (–[N]%) • Shareholder [B]: [Y]% → [Y minus M]% (–[M]%) • Shareholder [C]: added at [Z]% • Total: 100% ✓ You verify [Shareholder C passport] is present and valid, then approve the amendment.
Compare the shareholder names and share percentages in this new MOA addendum against the most recent MOA on file for this company. List exactly what has changed and confirm the new percentages total 100%.
Use queue filters to prioritise renewal cases due this week and process passed cases first to meet deadlines.
Cross-check company details across Annual Return and Customer Confirmation Letter documents for renewal cases.