Create an other entity

Other entities are third party corporate bodies that are not managed in the system.

An other entity could be a corporate shareholder, trust, joint holder or branch office. You cannot appoint an entity to an other entity and an other entity cannot have its own share capital and it cannot have shareholders. However, you can appoint an other entity to a company and an other entity can be a shareholder.

An other entity can be created from:

• The My Portal page
• New Records on the Global Banner.
• The Other Entities tab in the All Searches page.

1. Go to All Searches > Other Entities Search > Wizard > New Other Entity.

   The New Other Entity Wizard opens.

2. On the Details screen, select the country and region the other entity is resident in. Select Next.

3. On the Name and Quick Reference screen, enter a name, select a type and provide a quick reference for the other entity. Select Next.

   The quick reference is the other entity's unique identifier in the system. Use the Show me now option to have a quick reference generated or enter one manually.

   Note

   The list of other entity types can be amended by the system administrator under System Tools > List Manager.

4. On the Addresses screen, provide the trading address and the registered office address for the other entity. Select Next.

   You can add or create a shared address or add a one-off address for the other entity. Use the wand icon that comes before the relevant address type to add an address.

5. On the Management Details screen, provide management details about the other entity. Select Next.

   Management details are used to assist in record management within the system. The management options listed here can be configured in System Tools > List Manager by the system administrator. Refer to List Manager to learn more.

6. On the Duplicates screen, check if records for this other entity already exist. Select Next.

   The system checks for duplicates based on corporate number and entity name. If it finds entity records with the same or similar name and a different company number, it displays the records as potential duplicates.

7. On the Extra Details screen, enter more details about the other entity. Select Next.

   This screen displays any user-defined fields that have been added by the system administrator. Refer to User-Defined Fields (UDFs) for more information.

8. On the Security screen, select the security groups for the other entity. Select Next.

   System administrators can add security groups to this screen as required. Refer to Security Groups to learn more.

9. On the Action screen, select to save the company as pending or update all records immediately. You can also set up tracking for a pending event.

10. Select Finish.

    The new other entity record opens. You can provide additional details as required.