Changing a residential address on Inform Direct is quick and easy. If the individual is a PSC and Director within the same company then Inform Direct will update both records.
If you need to change or add the Residential Address for a Director follow these simple steps:
1. Find the individual within Inform Direct listed under the Officers or PSC tab
2. Click on the yellow pencil and select 'Edit Personal Details'
3. This will take you to the Edit screen, you will need to enter a Date of change and select Find / enter address in the residential address section highlighted below. Here you can enter the new residential address.
Note: you can select any previously entered address, please see How do I select a Previously Entered Address?
4. Once you have entered the correct residential address Click 'Continue' to proceed
Note: The residential address cannot be a business address. If there is a word like, 'Unit,' 'Office,' 'Suite,' or 'Industrial,' then you will see an error message.
5. Inform Direct will identify whether the address which you are changing from is used elsewhere in your portfolio of companies. It will identify exact matches and similar address, if any are located it will allow you the chance to update them all in bulk. For full details, see How to change addresses in bulk
6. Before submitting the change to Companies House there is an opportunity to produce a summary document, this 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 or PSC?
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?
6. Inform Direct will then make an electronic submission to Companies House to advise them of the change to the address filing the relevant form i.e. CH01 for the director and/or PSC04 for the PSC
What Confirmation is There That a Submission to Companies House Has Been Successful?
7. The final step will allow you to generate any necessary supporting documents - you will just need to ensure you tick the box alongside those that you require.