Share Enquiry

One member's whole share position — accounts, movements, dividends and linked savings, in one answer.
@if (loadError) {
{{ loadError }}
} @else if (searching) {
Looking up the member…
} @else if (matches.length) {
{{ matches.length }} members match. Choose one:
@for (m of matches; track m.clientId) { }
Member Membership No
{{ m.clientName }} {{ m.cifNumber || '—' }} Open
} @else if (searched && !member) {
No member with a share account matches "{{ search }}".
} @else if (member) {
Member
{{ member.clientName }}
Membership No
{{ member.cifNumber || '—' }}
Branch
{{ member.officeName || '—' }}
Mobile
{{ member.mobileNo || '—' }}
Member Since
{{ member.memberSince || '—' }}
@if (totals) {
{{ totals.sharesHeld | number }}
Shares Held
₹{{ totals.shareValue | number: '1.2-2' }}
Share Value
{{ totals.accountCount | number }}
Share Accounts
₹{{ totals.dividendTotal | number: '1.2-2' }}
Dividend Declared
}
@for (a of accounts; track a.shareAccountId) { }
Share A/c No Product State Shares Held Pending Share Value Linked Savings Activated
{{ a.accountNo }} {{ a.productName }} {{ stateLabel(a.holdingState) }} {{ a.sharesHeld | number }} @if (a.holdingState === 'UNPAID') {
{{ a.unpaidShares | number }} unpaid
}
{{ a.pendingShares | number }} ₹{{ a.shareValue | number: '1.2-2' }} {{ a.linkedSavingsAccountNo || 'Not linked' }} @if (a.linkedSavingsAccountNo) {
Balance ₹{{ a.linkedSavingsBalance | number: '1.2-2' }}
}
{{ a.activatedDate || '—' }}
@if (!movements.length) {
No share movement recorded for this member.
} @else {
@for (m of movements; track m.transactionId) { }
Date Share A/c No Particulars Shares Unit Price Amount Funded By Board Resolution Status
{{ m.transactionDate }} {{ m.accountNo }} {{ typeLabel(m.typeEnum) }} {{ m.shares | number }} {{ m.unitPrice | number: '1.2-2' }} ₹{{ m.amount | number: '1.2-2' }} {{ funding(m.fundingSource) }} {{ m.resolutionNumber || '—' }} {{ txnStatusLabel(m.statusEnum) }}
}
@if (!dividends.length) {
No dividend has been declared to this member yet.
} @else {
@for (d of dividends; track d.dividendDetailId) { }
Period Share A/c No Product Rate Amount Status
{{ d.periodStart }} — {{ d.periodEnd }} {{ d.accountNo }} {{ d.productName }} {{ d.ratePercentage ? (d.ratePercentage | number: '1.2-2') + '%' : '—' }} ₹{{ d.amount | number: '1.2-2' }} {{ dividendStatusLabel(d.statusEnum) }}
Total declared ₹{{ totals?.dividendTotal | number: '1.2-2' }}
} } @else {
Search for a member above to see their full share position.
}