Before you can create a SKY Sec client it is important that you understand exactly how the master file in Sky works. In order to do this please go through the Section on Master files?
Below we have a screen, that is the master client file screen open on the Sec Tab. It is necessary for us to address a few parameters in order to create a new secretarial client. Click on the new button ; and
enter the date the company was registered ; and
the date the company was incorporated.
You can also insert the main business although this is not necessary for the CIPC or Companies Act purposes. It is necessary to indicate the kind of company that is required and there is place for voting percentage needed for an ordinary resolution as well as space for the default signatory. In many cases the default signatory should be left blank because when we produce the necessary forms you wont be sure who is going to do the signing.
In regard to the other types of entity like an individual etc there is no need for tagging as they will all be available for adding as a shareholder or director or officer by the mere fact that they are in the client files. i.e Any record in the master files can be attached to an entity as a company.
All that is necessary is for an individual to appear in the master file and to be tagged as an individual. The individual can be selected as an officer, director or shareholder. In regard to auditor, tag as other.
Note that the Shareholder, Members and Directors are all contained in the same file i.e the client file and are linked together by linking for the purpose of maintaining one set of details for a company.
