When this service helps
- Appointing or changing a company secretary
- Updating company or ownership information
- Organising statutory records and filings
Scope of support
- Confirm the appointment and engagement
- Maintain agreed registers and statutory documents
- Assist with changes and annual return matters
What you receive
- Secretarial engagement and scope
- Completed documents and filing records
- Outstanding information and next steps
What to prepare
These are starting points. Your adviser will confirm the specific information needed.
- Registration documents and articles
- Current director, shareholder and controller details
- Existing secretarial records and proposed changes
How it works
- 01
Tell us about your business
Share your current stage, questions and timing.
- 02
Agree the scope and fees
Confirm the work, information, costs and responsibilities.
- 03
Proceed and follow through
Complete the agreed work and follow up on documents and next steps.
Timing and fees
Timing depends on complete information, the agreed scope and the relevant authorities or institutions. We discuss it after the initial review.
Recurring secretarial work and individual changes are scoped separately. Historical remediation and government fees are itemised.
FAQ
What is needed to transfer secretarial services?
Start with existing company records and completed filings, then agree the handover, outstanding matters and effective date.