Entities

Every guide that uses Entities, whatever the work.

• Entities and peopleFind an entity in the registerSearch and filter the Entity Register to find the companies you need, and open one to work on it.
• Entities and peopleChoose the register's columnsPick which columns the Entity Register shows, in what order and sorted how, for everyone in your organisation.
• Entities and peopleAdd an entityAdd a company or other entity to the register, typed in step by step or read from its certificate of incorporation.
• Entities and peopleLabel entities with a company groupPut each company in a company group, such as a portfolio or a division, and label its subsidiaries with it in one go.
• Entities and peopleGroup entities by handTick the entities you want on the register and put them in a hand-picked group, or add them to an existing one.
• Entities and peopleUpdate an entity's detailsCorrect or complete an entity's identifiers, names, tax details and formation facts, and record its former and trading names.
• Entities and peopleChange an entity's statusMove an entity to a new status, such as dormant or dissolving, and record the day it actually happened.
• Entities and peopleRecord addresses and agentsAdd or move an entity's registered office, records office or registered agent, with the date each one took effect.
• Entities and peopleAdd a registrationRecord an entity's home registration or a registration in another jurisdiction, with its number, dates and registered agent.
• Entities and peopleReview an entity's historySee on one timeline when an entity was formed, renamed and converted, who held office and shares, and where it was registered.
• Entities and peopleName the team for an entityRecord who looks after an entity, in your team and among outside advisers, on its Team & Access page.
• Entities and peopleRead an entity's overviewCheck an entity's standing, key facts and anything waiting for an answer from the page it opens on.
• Entities and peopleFill the gaps in an entity's recordSee what is missing from each entity's record, across the group and for one company, and fill it in or track it as a task.
• GovernanceAppoint a directorRecord a new director or secretary on the company's register, dated from the day the board appointed them.
• GovernanceRecord a director's resignationEnd a director's appointment on the date they ceased to hold it, keeping them on the register as a former officer.
• ComplianceKeep licences and registrations renewedRecord a registration's expiry date so its renewal appears on the Compliance Calendar 60 days ahead, then roll the date forward once renewed.
• ComplianceFile with a registry outside the UKFile a change with the registry in France, Hong Kong or New Zealand from the company's Registrations page, after checking exactly what will be sent.
• WorkflowsRepeat steps for each companyFind the companies to work on, stop when there are none, and repeat steps once for each company found.
• WorkflowsSet up a newly added companyA workflow that raises the same set-up tasks for every company added to IQ Entities, newly incorporated or acquired, and tells the team.
• Companies HouseReport a new registered officeFile the AD01 for a registered office move recorded in IQ Entities, from the task the new address raised.
• Companies HouseCheck a company against the registerCompare a UK company's record with the live Companies House register, see where they differ, and bring the register's details in.
• DocumentsShare a document with another entityRelate one document to the other companies and people it concerns, so it shows on each of their Documents pages.
• DocumentsGenerate a document from a templateProduce a resolution, certificate or letter for an entity from a template, filled in from its records and saved to its documents.
• IQ and insightsCompare entities with an insightBuild a grid with a row for each entity, person or document and a column for each question you need answered.
• IQ and insightsSee who changed an entityOpen the audit trail of one company, or of a parent company and everything it controls.
• IQ and insightsCheck the group for missing data before year endHave IQ read every company's data completeness checks, rank the gaps that hold up deadlines, and track them as tasks.
• IQ and insightsSet up a new subsidiary with IQGive IQ the new company's details in one message, approve its plan, then approve each record it creates.
• AdministrationGive an outside adviser accessShare chosen entities with an auditor or outside counsel at the right level, see everyone outside who has access, and revoke it.
• AdministrationAssign requirements to a groupBuild a group of companies that keeps its own membership up to date, and attach the requirements and frameworks its members owe.
• AdministrationTake entities live after onboardingLoad a book of companies without raising tasks for past events, then take each one live when its records are complete.
• AdministrationAdd a custom fieldCapture a fact your organisation tracks that the standard record has no place for, in the section of the record where people look for it.
• AdministrationTailor the lists your forms offerRename, hide or add to the values your forms offer, such as meeting types or officer roles, for your organisation only.
• AdministrationDecide what complete data meansChoose which checks count toward each entity's data completeness score, jurisdiction by jurisdiction, and add checks of your own.