Resign Multiple Individuals from the Same Company

Use the Batch Many People option to resign multiple individuals from the same company at the same time.

  1. Open the company record, go to Appointments and select Wizards > Batch Many People > Resign.

  2. (Optional) On the Board Meeting page of the Appoint Wizard, enter the board meeting date if applicable, then select Next.

  3. On the Event Date page, enter the event date, then select Next.

    Note

    The date can be amended later if the resignations occur on different dates.

  4. On the Select People page, select Add Many to select multiple individuals.

  5. In the Select People section, use the search to find and select all required individuals, then select Next.

    You are taken back to the Select People page where the individuals you selected are now listed.

  6. (Optional) Use the options on this page to change, remove, or add more individuals to the list. Select Next.

  7. On the Notes page, enter any relevant notes and indicate whether the notes should appear on the statutory registers by selecting the relevant option. Select Next.

  8. On the Action page, select the appropriate action. Select Next.

    Note

    Users who enter appointment details for UK entities should select Validate event then save as pending for current appointments and Validate event, then update all records immediately for historical appointments.

  9. On the Documents page, select the documents to be produced. Select Next.

  10. The Finish page displays. The Finish page confirms the completion of the resignation and document production where applicable.

    Note

    Documents produced are stored in Working Documents. If the event was saved as pending, it needs to be actioned. You can find these types of events in the Pending Events section under Compliance.

  11. Select Finish to complete the wizard.

    The wizard closes, the documents are produced, and the appointments are no longer listed on the Current Appointments page. Go to History to see a list of past appointments.

See also

Appointments

Record an Appointment

Edit or Undo Appointments and Resignations

Appoint Multiple Individuals to the Same Company

Appoint the Same Individual to Multiple Companies

Record a Resignation

Resign the Same Individual from Multiple Companies