Browse guides
Entities and people
Keep every entity's record and the people behind it complete, current and consistent.
Entities
- Find an entity in the registerSearch and filter the Entity Register to find the companies you need, and open one to work on it.
- Choose the register's columnsPick which columns the Entity Register shows, in what order and sorted how, for everyone in your organisation.
- Add an entityAdd a company or other entity to the register, typed in step by step or read from its certificate of incorporation.
- Label 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.
- Group 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.
Entity records
- Update an entity's detailsCorrect or complete an entity's identifiers, names, tax details and formation facts, and record its former and trading names.
- Change an entity's statusMove an entity to a new status, such as dormant or dissolving, and record the day it actually happened.
- Record addresses and agentsAdd or move an entity's registered office, records office or registered agent, with the date each one took effect.
- Add a registrationRecord an entity's home registration or a registration in another jurisdiction, with its number, dates and registered agent.
- Review 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.
- Name the team for an entityRecord who looks after an entity, in your team and among outside advisers, on its Team & Access page.
- Read an entity's overviewCheck an entity's standing, key facts and anything waiting for an answer from the page it opens on.
People
- Add a personAdd a director, officer, shareholder or other individual to the People register, without creating a duplicate of someone already there.
- Update a person's profileKeep a person's name, contact details and personal particulars current, and record when a filed detail actually changed.
- See a person's roles and holdingsSee every office a person holds and every shareholding they have across the group, on one page.
- Record a person's identity detailsRecord a person's date of birth, identity documents and usual residential address where only people with PII access can see them.
- Merge duplicate peopleFold a duplicate person record into the one that should remain, moving all its appointments, holdings and documents across.