Corporate Secretarial Portal · Admin Access Only
Company View
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Select a client company
Choose a company above to view officers, shareholders, controllers, deadlines, and pending actions in one place.

Pending Actions

Document packs awaiting execution confirmation. Mark executed to update the register, or void if not proceeding.

Draft Actions
Generated but not yet executed or voided
RefClientActionSubject Effective DateGeneratedActions
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Document Generator
Generate document packs for appointments, share allotments, AGMs, dividends, and more. Actions created here flow into Pending Actions for execution confirmation.

Party Registry

Search and edit individual and corporate party records. Changes flow through to all associated officer, shareholder, and controller registers.

Search Parties
Type at least 2 characters. Editing a party updates their details across every register they appear in.
Edit Party Particulars

Date the change took legal effect.
Add Director
Step 1 — Find or create the party
or enter new party details

Step 2 — Appointment details
Use the actual date from the resolution.
Add Shareholder
Party details
or enter new party details

Share details
Creates the opening balance entry.
Add Transaction
Auto-calculated. Adjust if needed.
Add Registrable Controller
Pre-fill from existing shareholder

Register details
Today's date by default.
End Tenure

Recording cessation of as . The officer will be retained in the historical register.

Use the actual date the resignation or cessation took legal effect.
Mark as Executed

Action  · 

The date the resolution was passed / took legal effect.
Void Action

Action  ·