Jamie Collett
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Articles
Recent activity by Jamie Collett-
Inform Direct API Support Guide
OverviewThe Inform Direct Integration API is a RESTful API that allows external systems, such as Practice Management Systems (PMS), to connect directly with Inform Direct. It is designed to help re...
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Declaration of Interest in Board Minutes
A declaration of interest in board minutes is a formal record that a director has disclosed a personal, financial, or other interest in a matter being considered by the board. Its purpose is to sho...
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Guide to Inform Direct Terms and Conditions
Inform Direct does not require users to sign a separate formal contract in order to use its services. Instead, the agreement between Inform Direct and the user is created through the website regist...
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Bulk Client Communication from Inform Direct
Inform Direct does not currently include a built-in bulk email feature. We are primarily a CoSec tool, and as such, have not had the demand to build this. Our reports cannot be used to obtain clie...
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Troubleshooting: save and continue not working on ID Checks (Known Credas Issue).
If your client reports that the identity check link opens but nothing happens when they click "Save and Continue", try the following steps:Confirm the client has accepted the terms and conditions —...
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How do I change the order of names on an existing joint shareholding?
Inform Direct does not allow you to directly reorder names on an existing joint shareholder record. Use this workaround:1. Transfer the shares with any chosen date for nil consideration.2. Select J...
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Does a Company Secretary Need to Complete ID Verification?
BackgroundCompanies House has introduced new identity verification requirements for certain positions within companies to enhance transparency and security. The main focus of identity verification ...
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Identifying Director or PSC Appointment/Notification
1. Review the Company Filing HistoryStart by reviewing the company’s filing history, which lists all documents submitted to Companies House, including appointments and notifications of Directors an...
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Identifying Director or PSC Appointment/Notification
1. Review the Company Filing HistoryStart by reviewing the company’s filing history, which lists all documents submitted to Companies House, including appointments and notifications of Directors an...
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How to Check How a Director or PSC Was Originally Notified to Companies House
OverviewBefore you second file and amend key details (such as the date of birth) for a Director or a Person with Significant Control (PSC), you must confirm how and when they were originally notifi...