Editing Entity Details

How to Manage Company Details

Maintaining accurate company register details is essential for corporate compliance and governance. This guide walks you through recording and managing your company's registered information, including name changes and office relocations.

Before You Begin

Gather the following information before updating your company details:

• Address history: Complete registered office address changes
• Corporate resolutions: Board resolutions for appointments and changes

Accessing Company Details

Step 1: Navigate to Company Details

1. In the left sidebar, click on Company Details
2. The company information page will load with all current details
3. Click the edit button (pencil icon) to modify any section

Managing Basic Company Information

Company Names and Registration

• Company Name: The trading name of your company, it should be written as it appears on legal documents and in the official record of the Registrar of Companies

This is how your company is commonly known and appears in communications. The company name displayed is taken from the most recent entry in your company name register.

To update your company name:

1. Scroll to the "Company Name Register" section on the Company Details page
2. Click "Add Legal Name" (or similar button)
3. Enter the new company name and the effective date of the change
4. Save the entry
5. The new name will appear throughout the system and in the company selection menu

For more details, see Legal Name.

• Registration Number: Your company's official registration number with authorities
• Company Status: Current operational status (Active, Dormant, etc.)

Legal Structure and Jurisdiction

1. Legal Structure: Select your company type:
   • Limited Company (Ltd): Private limited company
   • Public Limited Company (PLC): Public company
   • Limited Liability Partnership (LLP): Partnership structure
   • Other structures: As available in your jurisdiction
2. Country of Incorporation: Where your company is legally registered
3. Incorporation Date: When your company was officially formed

Industry and Classification

• Industry: Select your company's primary industry using NACE codes

What you'll see:

A searchable dropdown with industry classifications and codes

• External ID: Optional identifier for integration with your own systems

Contact Information

Registered Address

Your company's official registered address as filed with authorities. The address displayed is taken from the most recent entry in your registered office register.

To update your registered address:

1. Scroll to the "Registered Office Register" section on the Company Details page
2. Click "Add Registered Office" (or similar button)
3. Enter the new address details:
   • Street address and number
   • City and postal code
   • State/region and country
4. Enter the effective date of the change
5. Save the entry
6. The new address will appear throughout the system

For more details, see Registered Office.

Communication Details

• Website: Your company's primary website URL
• Fax: Fax number if applicable
• Phone: Primary contact phone number
• Email: Main company email address

To update these details, click "Edit" in the Contact Information section.

Related Parties

Key Personnel and Service Providers

Link stakeholders to specific roles within your company:

• Contact Person: Primary contact for company matters

Select from your existing stakeholders list

• Lawyer: Legal counsel or law firm
• Internal Auditor: Internal audit function
• External Auditor: External audit firm

To update these roles:

1. Click "Edit" in the Related Parties section
2. Select the appropriate stakeholder from your existing stakeholders list
3. Save your changes

Directors and Company Secretary

Directors and the company secretary are managed through their respective registers to maintain proper corporate governance records.

To add or update a Director:

1. Scroll to the "Directors Register" section on the Company Details page
2. Click "Add Director" (or similar button)
3. Select the stakeholder from your list or create a new one
4. Enter the appointment date
5. Save the entry

To add or update a Company Secretary:

1. Scroll to the "Company Secretary Register" section on the Company Details page
2. Click "Add Secretary" (or similar button)
3. Select the stakeholder from your list or create a new one
4. Enter the appointment date
5. Save the entry

The most recent appointments in these registers determine who is displayed as the current directors and secretary throughout the system.

For more details, see Directors & Secretary.

Company Logo and Branding

Uploading Your Company Logo

1. In the company details edit mode, find the "Logo" field
2. Click "Upload" or drag and drop your logo file
3. Supported formats: PNG, JPG, SVG
4. Recommended size: 200x200 pixels or larger
5. Save your changes

Your logo will appear:

• On generated documents and reports
• In the shareholder portal
• On share certificates
• In email communications

What Happens Next

After updating your company details:

• Changes are immediately reflected throughout the system
• Updated information appears on all generated documents
• Stakeholders see current information in the shareholder portal
• Compliance reports use the latest company information
• Email communications include updated contact details
• Register entries create a complete audit trail of all changes

Best Practices

Keeping Information Current

• Review company details quarterly or when changes occur
• Add register entries with accurate effective dates when changes occur
• Maintain current contact information for all related parties
• Ensure company names in the register match official registration documents
• Record all director and secretary appointments and resignations promptly

Compliance Considerations

• Verify that register entries match regulatory filings
• Update registration numbers when they change
• Ensure industry classifications are accurate for reporting
• Keep incorporation dates and jurisdictions precise
• Maintain complete historical records in all registers for audit purposes

Common Questions