Jamie Collett
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Recent activity by Jamie Collett-
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...
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Why can't I use Special/non-UK Characters in Addresses
OverviewInform Direct currently does not support special characters (such as ä, ü, é, ñ, ç, or other accented letters) in any address field within the software. This limitation applies to all areas...
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What Is a Certificate of Incumbency? (UK)
OverviewA Certificate of Incumbency is a corporate document that verifies the key personnel of a company—such as directors and shareholders—and confirms who is authorised to act on the business’s b...
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How do I update a director's or PSC's email address?
This article covers a director's or PSC's own email address, held within your Inform Direct records. Looking to update the email address you personally use to log in instead? See How Do I Change th...