There is a regular sync process completed by Inform Direct to help ensure that details remain up to date.


Some information, such as due dates and company names are brought in overnight, but other items such as share updates and officer or PSC changes usually need manual syncing so are completed by our technical team. Syncs by our technical team are picked up within a week of the filing at Companies House appearing. 


It is of course best to file via Inform Direct where possible to remove the need for a sync, but we completely understand that there are situations where it is not in your control.


The items to remain vigilant on are:

  • Shareholder lists on confirmation statements filed outside Inform Direct. As the software could not assume the transaction details which led to the updated shareholding position, the updated list is not brought in on the sync. It is best instead to replicate the transfers to bring Inform Direct up to date, which will provide a trail in the registers (and does not duplicate any Companies House filing).

  • Conversions of shares from one class to another. If an SH08 has been filed at Companies House, they do not update their electronic statement of capital. It is only updated when the next filing containing share capital is submitted. As they do not update the electronic share data from an SH08, when we sync with them they do not return any changes and Inform Direct therefore remains with the position prior to the conversion. The conversion is safe to replicate on Inform Direct as it is not an electronic submission, so no filing is duplicated. 

  • If there are multiple flings containing a statement of capital using the same date, it is inconsistent which Companies House hold as the latest statement of capital. It is best to check in these scenarios that the class total shown on Inform Direct is correct. In the event a statement of capital which is not the final position is shown, please let us know and we can raise it with Companies House for correction. 


When an updated statement of capital is brought in via a sync, Inform Direct will show an Unreconciled Share Classes Alert. This unreconciled status will allow you to replicate the action taken at Companies House, without it sending any duplicate forms. This will be confirmed by a green submit button appearing rather than the usual red submit to Companies House button.