Company details

The Company Details option is available in the banner of a company record and provides access to company details such as names and addresses.

In live mode, users can access Wizards to make changes and generate statutory forms. Wizards are also accessible using the Wand options located next to each editable section.

At the top of the page you can find information about when the company was last updated. Refer to Date of Last Update to learn more.

Main Details

The Main Details section displays the information that was entered in the New Company Wizard. These details can be added or amended using the Edit option or the Edit Company Details wizard.

Some fields like Name and Company Number have globe icons next to them which enables the user to start an online search using the Online Search Wizard. The globe icon also appears next to the Country field and enables users to perform a country-specific search. For more information refer to Advanced searches and World search.

Primary Addresses

The Primary Addresses section displays the main company addresses. To enter, amend or change addresses, either select the Options Menu icon next to the address you want to change, or select the Addresses tab to view all addresses and use the Wizard.

Refer to Company Addresses and Past Addresses for more information.

Accounting Dates

Use the Accounting Dates section to enter the current accounting dates for the company.

Single Member Company

If applicable, single member company status can be captured in the Single Member Company section. Use the field to enter the last date that the company became a single member company. The date recorded here is reflected on the register of members.

Industrial Classifications

Details of the company's trade classifications like SIC codes and NACE codes can be entered into the Industrial Classifications section.

Classifications can be selected from a dropdown list when in edit mode and are typically five digits long:

Management

The Management section allows for the record to be managed within the Entities app. User groupings and divisions or partners can be selected for the company if previously configured by a system administrator under System Tools > List Manager. The Managed By field is used to indicate the user responsible for the maintenance of the company record within the application.

The Historical Record field is used to indicate whether the company and thus the company record should be considered as historical or not. Historical companies may include those that are struck off, liquidated or are no longer clients. Companies that are marked as historical are automatically removed from displaying in the Company Search, but can be found by changing the related filter on the By Management tab of the Company Search page.

Sets

Sets enable users to group entities together. A company can belong to multiple sets. If no selections are made, sets are only visible in edit mode.

General Fields

Additional fields, so-called user-defined fields, may appear under any of the sections mentioned above or in the General Fields section. These fields are created by the administrator, are jurisdiction-specific and are used to record additional company information.

Significant control

These fields are used in connection with the people with significant control (PSC) requirements for UK companies. These fields must be completed with information regarding the register in which the company is entered, as well as with the company's additional registrations if applicable. Users are also able to identify their entities as an other registrable person for example, corporation sole, local authority and so on by using the Other Registrable Person field.

Corporate constitution

Details of the company's articles or bylaws can be recorded on the Constitution tab.