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.

Other entities in classic version

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.

Other entities in modernized version

The modernized Entities experience allows you to view and analyze other entities created in a table format. Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

To view other entities, go to Entities > Other entities. On this page you see the following options:

• Search Enter a name to view their details from the other entities table.

• ColumnsUsing this filter, you can:

  • Show or hide columns such as QuickRef, Country, Entity type, Company number, and more.

  • Use the search field to find specific columns.

  • Use the checkbox next to the search field to select or clear all columns and apply changes together.

  • Reorder columns by selecting the icon next to a column and dragging it to a new position in the list.

  • Select Columns again to close the filter.

    Note

    By default, the Name column is selected.

    If the name appears as a hyperlink, you can open its detail page.

Accessing other entity details

Information about other entities is organized into pages and tabs:

• Company details This page has the following internal tabs:

  • The Entity details tab displays collapsible sections with information that corresponds to the Company Details page in the classic view, with information such as Main Details, Primary Addresses, Accounting Dates, Single Member Company, Industrial Classifications,  Management, Sets, and General Fields.

  • The Addresses  tab displays collapsible sections with information that corresponds to the Company Details > Addresses page in the classic view. For more information about the details available, see Company Addresses.

• Data library View data libraries linked to the entity. For more information about the details available, refer to Data library in modernized Entities.

  Note

  Your access to the data library depends on your user role and permissions as configured in classic Entities. If you don’t see the page, your access to it may be restricted.

Follow these steps to view other entity details:

1. In modernized Entities, select Entities > Other entities.

2. From the table that appears, select an entity you want to access.

3. To review information about the entity, switch between the pages at the top to access different details.

4. On the Data library page, use the search and Columns options to filter and customize the view:

   • Search Directly search for information about the entity.

   • Columns Using this option, you can customize the look of the table:

     • Show or hide columns by selecting or clearing them in the panel.

     • Find specific columns using the search field. You can also perform bulk actions on the table columns by selecting or clearing the checkbox next to the search field.

     • Reorder columns by selecting the   icon next to a column and dragging it to a new position in the list.

     • Select Columns again to hide the panel.

       Note

       The columns with an inactive checkbox are always displayed.

   • On the Data library page, select the More icon and then select View details to open the data library in the classic view. The data library opens in a new tab.

On the details page of an entity, you can switch from the modernized Entities view to the classic version. To do this:

1. Select Manage in classic Entities.

2. (Optional) To skip the confirmation message and go directly to classic Entities the next time you switch, select Don’t show this message again.

3. In the Go to classic Entities dialog box, select Go.

You’ll be redirected to the login page of classic Entities, where you can view the entity’s details in the classic interface.