Create an individual

An individual is a natural person, typically a shareholder or appointee.

In the Entities app, individuals can be created from:

  • The My Portal page
  • The New Records option on the Global Banner.
  • The Individuals tab in the All Searches page
  1. Go to All Searches > Company Search > Wizard > New Individual.

    The New Individual Wizard opens.

  2. Enter the first name and surname of the new individual into the fields provided.

    Note

    If a surname is double-barreled, for example, "du-Pont", or contains more than one word, enter a hyphen or an underscore between each word, such as du-Pont or du_Pont. The underscore does not display when printed. It acts as a separator, to ensure that the different parts of the surname appear in the correct order.

  3. Select Show me now to automatically generate a quick reference, or manually enter one into the field provided. Select Next.

  4. On the Addresses screen, choose the wand next to Home and select the one-off address option to record a home address for the individual, then select Next.

  5. On the Management Details screen, specify the user that manages this record and provide other management details. Select Next.

    Management details are used to assist with management of the record within the application. All management options can be configured in System Tools > List Manager by an administrator. Refer to List Manager to learn more.

  6. On the Details screen, statutory details for the Individual including title, occupation, nationality, date of birth and resident in information, then select Next.

  7. On the Duplicates screen, if there are no duplicate records, select Next.

    The Duplicates screen indicates the existence of any potential duplicate records, based on the individual name and date of birth. If the Entities app finds an entity record with the same or similar name and the same date of birth, it displays the records as potential duplicates. It is then up to the user to determine if the records displayed are duplicate records or are in fact entities in their own right.

  8. On the Extra Details screen, enter any relevant information for these fields as required and select Next.

    The Extra Details screen displays any user-defined fields that have been created by the administrator. Refer to User-Defined Fields (UDFs) for more information.

  9. (Optional) On the Security screen, select the required security groups for the record. Select Next.

    Any security groups that have been created appear here to enable the user to add the individual to the relevant group. Refer to Security Groups to learn more.

  10. On the Actions screen, select the appropriate action for the event and select Finish.