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Complete a company formation project: section three Proposed Officers

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Before you begin

Before starting a company formation project, you will need to set up the prospective company as a client, then add a company formation project to it.
The company formation project wizard has six sections. Section 3 is about the Proposed Officers.

Proposed Officers

note
The list of officers will be prepopulated with the details of any officers who have already been set up as in the Relationships tab of the company's client record. Not all information required for the request for incorporation can be entered when you set up a Contact or Relationship, so you will need to check that these prepopulated records hold the correct details and add some additional details.
  1. If the list of officers is prepopulated, select
    Edit
     next to each officer's name to check that their details are correct.
  2. To change an officer's details, select
    Setup
     next to their name to open their contact record in Onvio Centre.
  3. If the officer has used a previous name for business purposes in the last 20 years (this includes maiden or married names), select
    Add a Former Name
     to add a
    Forename
    ,
    Surname
     and
    Effective Date
    .
  4. If the officer's
    Service Address
     is not the same as the
    Registered Address
    , select
    No
     and either choose an address from the drop-down list or select
    Edit Address List
     to add/edit the address details.
  5. If the officer's
    Residential Address
    is not the same as the
    Service Address
    , select
    No
     and either choose an address from the drop-down list or select
    Edit Address List
     to add/edit the address details.
    note
    If the
    Service Address
     is the same as the
    Registered Address
    , then the option to make the
    Residential Address
     the same as the
    Service Address
     is disabled because this is not permitted by Companies House.
  6. If the officer is in the process of applying for, or has been granted, a section 243 exemption, select
    Yes
    .
  7. If any officers are missing from the prepopulated list, select
    Add
     to enter the following details.
    Read more about adding an officer's details
    Directors
    1. Directors who are individuals will need to supply the following.
      • Title.
      • Forename(s) and surname.
      • Former name(s) used in business during the past 20 years.
      • Country of nationality.
      • Date of birth.
      • Job title.
      • Service address for company correpondence.
      • Usual residential address (including country of residence).
      • Disclosure of whether they are applying for, or have been granted, a section 243 exemption.
      • Their consent to act in this capacity.
    2. Directors who not individuals will need to supply the following.
      • Entity type (Limited Liability Partnership, private company limited by guarantee, private company limited by shares, private unlimited company without share capital, private unlimited company with share capital, or Public Limited Company).
      • Name.
      • Address.
      • If the corporate officer is registered in the UK, the entity's registration number.
      • If the corporate officer is not registered in the UK, the entity's legal form, governing law, country of registration, and registration number.
      • Their consent to act in this capacity.
    Company secretary
    1. A company secretary who is an individual will need to supply the following.
      • Name.
      • Former name(s).
      • Service address for correspondence.
      • Usual residential address.
      • Disclosure of whether they are applying for or have been granted a section 243 exemption.
      • Consent to act in this capacity.
    2. A company secretary who is not an individual will need to supply the following.
      • Entity type.
      • Name.
      • Address.
      • If the corporate officer is registered in the UK: registration number.
      • If the corporate officer is not registered in the UK: legal form, governing law, country of registration, and registration number.
      • Their consent to act in this capacity.
  8. At the top, select
    Yes
     to confirm that all the directors and the company secretary (if any) have consented to acting in those roles.
  9. Select
    Next
    .