Corporate housekeeping is the recurring legal upkeep of an entity: holding the annual shareholder meeting, renewing director mandates, and keeping registers and filings current. Open Entities, select the entity and open Legal data.
Steps
Under Responsible people, select the pencil and choose the Legal main responsible: the person who looks after the entity's legal file.
Under Shareholder data, record when the annual shareholder meeting is held, so you know when it's due.
Under Governance body, check the renewal and expiry dates of each mandate. They tell you when a reappointment is needed.
Under Corporate housekeeping, select Add document, upload the file and choose its type.
Documents to keep here
Corporate housekeeping holds the entity's core corporate documents, such as the articles of association, the deed of incorporation, powers of attorney and the ultimate beneficial owner register. For anything else, such as a yearly housekeeping checklist, choose Other corporate housekeeping document.