How to complete the Notice of Individual Person with significant control form (PSC01) for a Limited Company in the desktop which has been created in Elements

Introduction

When appointing a PSC in elements, there is currently nowhere to include the nature of control for that PSC. Upon syncing to the desktop, the nature of control must be selected for that PSC.

  1. Launch Company Secretarial from the IRIS portal.

  2. From the Company Secretarial landing page, select the client that the PSC has been appointed to in Elements-Company Secretarial.

  3. Once the client has been selected, you can view the PSC by selecting from the main toolbar, Edit > People with Significant control

You will then be presented with the list of People with significant control and should see the new PSC appointed in Elements:

 

  1. Click View.

You will then be presented with further details of the PSC where the Nature of Control section is blank.

 

The nature of control must now be selected for the PSC.

  1. Click Change and select the nature of control for the PSC.

  2. Click OK.

  3. Click OK.

The nature of control for the PSC has now been saved.

 

Individual ORP

An individual ORP (PSC03) cannot currently be created in Elements. Here are the steps to change an Individual PSC appointed in elements to an individual ORP in desktop.

  1. Click Company forms in order to view the PSC01 event synced down from elements.

  1. Delete the PSC01 event by clicking View Entry and then Delete.

  2. Click Edit > People with Significant control which will bring up the list of People with significant control. You should see the new PSC appointed in Elements.

 

  1. Delete the PSC.

  2. Click New and select whichever subcategory is relevant (normally Director/Secretary).

  3. Select the individual.

 

  1. Enter the involvement date from, select PSC type as ORP and enter the nature of control (per steps above).

  1. Click OK.