Inform Direct allows you to edit the Personal Details of anyone on the system.

1. First locate the individual - they will be listed under the Officers or PSCs tab.

2. Click on the yellow pencil opposite their name.
3. The option to 'Edit personal details' will appear. Click on this and all the details relating to the individual will then show. You can edit it as required.

The most common update is to the residential address of an individual. This is one of the sections within the personal details area and allows you to select Find/enter address.

This will allow you to add a new address or select Fill with:

• A previously entered address - This searches the portfolio to find existing uses for the address, see How do I select a Previously Entered Address?
• Or enter an address - This allows you to enter a new address, and a postcode search can be completed using the Find address button.
  

Note: There isn't a separate "Country of residence" field — it's taken from the residential address entered above. To change a director's country of residence, update their residential address as described here; the country of residence will update automatically with it.

The details of other available changes are detailed below:

The Date of Change is self-explanatory. It will default to today's date. You can change the date, but you cannot enter a future date, nor can you go back in time to a date before the last Annual Return, confirmation statement or Date of Incorporation.

Title - If the Title is changing (e.g. Miss becoming Mrs) you must use the dropdown box to select the new title.

Forename - If the Forename is incorrect, you can edit it directly into the text box. So if 'Peter' should read 'Peter Andrew' simply type the name Andrew after Peter. Equally if the name was showing Bob or even just 'B', and it should be Robert, delete 'Bob' and type 'Robert'.

Middle names - Any middle name should be included in the Forname field, to be sent to Companies House

Surname - If the Surname(s) are incorrect, you can edit these directly into the text box. If the surname is not 'Whelk-Harrier' but 'White-Harrier', you can overtype the 'elk' with 'ite'

Email Address - This is optional.

Telephone - This is optional.

Date of birth - This cannot be edited. If this is incorrect, contact the support team at support@informdirect.co.uk

National insurance number - This is optional.

Nationality - If the nationality is blank or changing, you must use the dropdown box to select the new nationality.

Note: Great Britain is not a nationality.

US Citizen - One day the company may find that the US Government will require disclosure of whether any shareholders are US Citizens. If you record this information now, you may save the company a big headache at some point in the future. If you do not know the answer, you can leave the box 'Unknown' checked.

Business occupation — This field was removed from Inform Direct following Companies House's decision (effective 18 November 2025) to stop collecting a director's business occupation. If you don't see this field, that's expected — it's no longer collected on Companies House's own register either, so there's nothing to update.

For more information about:

Correspondence address: see bullet 2 in the article: How do I create share certificates?
Elected to waive dividends: How do I accommodate a dividend waiver?

If you are happy with the changes you have made click on the green 'Save changes to details' button.

Before submitting the change to Companies House there is an opportunity to produce a summary document, which can be used to get approval before making the submission. Selecting Yes will take you through the process to create the approval document. How do I prepare draft documents to change the details of an officer?

Selecting No does not create the summary document and proceeds to the next step below.

Note: The approval document feature is only available to subscribers to the software. What are the benefits of subscribing to Inform Direct?

Inform Direct will then update the system. If the change is correct, pressing the red 'Submit to Companies House' will file any relevant forms e.g. AP01 or AP03.

What's the difference between the residential address and the service/correspondence address, and how do I change each?

• Residential address (directors, officers and PSCs only): kept private and never shown on the public register. Edit it via "Edit personal details" as described above.
• Service/correspondence address (directors, officers and PSCs only): this is the address shown on the public register. It defaults to the company's registered office but can be changed — see How do I edit a Director or Secretary's Service address? or How Do I Edit the PSC Service Address?
• Shareholders don't have this distinction at all — a shareholder's address is never shown on the public register, so there's no separate "service address" to set for them.

Can I file more than one change for the same person at the same time?

Yes — within "Edit personal details" you can change several things at once in a single filing: for example name, personal code, and residential (or shareholder contact) address can all be updated together on the same screen, then submitted to Companies House as one filing.

Appointments and resignations are separate filings from a personal details edit, and can't be combined with it. Service/correspondence address changes are also filed separately — see the links above.

A director's occupation still shows on the confirmation statement summary. Why, and can I remove it?

If a director had an occupation recorded in Inform Direct before the Business occupation field was removed, that legacy occupation can still appear on summary and approval documents, including the confirmation statement summary. It is not submitted to Companies House with the CS01, so it has no effect on the filing.

Because the field has been disabled, you can't edit or remove the occupation on the director's record. To clear it, remove the company from your portfolio and import it again. Companies House no longer provides occupation information, so the field will be blank after the re-import. Before you remove the company, save any documents and statutory registers you want to keep to your Document Library.

If you would rather not do this, you can explain to the director that occupation is no longer collected or relevant, as it has been replaced by the new identity verification requirements. If you need help, contact the support team at support@informdirect.co.uk.