Company registers

These are template registers, for use by a company. This set of company registers includes a register of members, register of directors, register of secretaries, register of directors’ residential addresses, and a PSC register. Keeping proper company registers is important. You must have an up to date set. Failure to do so is an offence committed by both your company and any officers at fault. The template includes three versions of each register your company is legally required to keep. The first version has guidance notes to explain how to fill in your register; the second is an example to demonstrate how the completed register should look; and the third is a blank template for you to fill in for your company (and duplicate as required, depending on how many shareholders/directors/PSCs you have). In your final version registers, you should ensure you delete or replace the guidance notes and examples. You can also get this document as part of the Starting a company toolkit .
£20 + VAT

Letter of appointment for a company secretary

This letter of appointment for a company secretary is suitable if you are appointing someone new as your company secretary (as opposed to someone who is an employee). Note that this letter of appointment does not make your new company secretary an employee of your business. The relationship is more akin to you hiring an outside consultant. It is good practice to have the terms of your company secretary's appointment in writing, especially covering matters such as pay and notice period for ending the appointment. This letter of appointment for a new company secretary ensures that your expectations are made clear to the appointee, and that information confidential to your business is kept that way. This is particularly important as a company secretary will be involved in board meetings and aware of all the high-level decision-making that goes on in your business.
£25 + VAT
See all solutions
Choosing and appointing a company secretary
When a company secretary is needed
Q1:What is a company secretary?

A is an of a who usually has general responsibility for its administration.

There is no legal requirement for a to have a . The precise duties and responsibilities of any will vary depending on the size of the and the experience of the secretary. Typically, a will be responsible for arranging and documenting and meetings, keeping records, and filing documents at . See Q&A 3 for a list of likely duties.


Q2:Does my company need to have a company secretary?

No, if your is a (as the vast majority of are).

The only exception to this is if your 's of association say you have to have one. This is not the case if your uses the .

You can choose to have a if you want, although it is relatively unusual these days for an .


Q3:What does a company secretary do?

As with all roles within your business, you can decide for yourself what their responsibilities will be. There is no formal list of a 's duties.

Typically, if you decide to appoint one, your will deal with administrative tasks like:

  1. arranging meetings of your and and dealing with paperwork like agendas, notices and minutes;

  2. filing documents at when legally required, including your 's and ;

  3. keeping your 's and records up to date;

  4. signing some legal documents, such as , on behalf of the ; and

  5. the paperwork for transfers or .

If you want to appoint a , you can use Letter of appointment for a company secretary to record their duties and the terms of their appointment.

Your , like each of your , will be an of your . If your fails to comply with the law, any can be personally liable if they are involved in the failure.


Q4:Why would I want to appoint a company secretary?

Deciding to appoint a is a commercial decision. If there is a lot of internal administration to do in your business, it can be worth it. See Q&A 3 for a list of the kind of tasks a would normally do.

A may be suitable for your if, for example, it falls into one of the following categories:

  1. you have a sizeable business with numerous ;

  2. you wish to promote good corporate governance to enhance your 's reputation; or

  3. you have, or wish to attract, external such as or investors.


Who to appoint as secretary
Q5:Who can act as my company secretary?

Anybody can be if you have a , as long as they are not your 's . No formal qualifications are required.

You should not appoint somebody who is disqualified from acting as a or who is an . Neither is allowed to be involved in starting, managing or promoting a , which a is likely to do at some point.


Q6:If my company needs a company secretary, who should I appoint?

If you have a , you can appoint almost anyone (see Q&A 5). In practice, who you appoint will depend on your 's needs and budget, and could be:

  1. one of your (so long as they have time and it does not get in the way of their duties and responsibilities as a );

  2. an ;

  3. one of your professional advisers such as your accountant; or

  4. a professional .


Q7:Does a company secretary need to have qualifications?

No formal qualifications are needed in order to be of a .

You should however bear in mind the responsibilities that you intend your to carry out (see Q&A 3 and Q&A 4) and be satisfied that any person you appoint has the necessary skills and experience.

(A of a public needs to have one or more formal qualifications specified by law. The law relating to public is outside the scope of the service.)


Q8:Can a director also be company secretary?

Yes. In practice, of commonly carry out the functions of a secretary without being formally appointed.


Q9:Can another company be my company secretary?

Yes. Your does not necessarily have to be a human being. You are allowed to appoint another as your secretary, although this is not common for smaller .


Q10:Can my accountant be my company secretary?

Yes. If your is a , you can appoint anyone – for example, one of the or a member of your family. You can also appoint your accountant (although not your 's ) or a solicitor, for which you will need to pay a fee.


Q11:Does a company secretary need to live in the UK?

No. There is no legal requirement for a secretary of a to be a citizen or resident (or, in the case of a , be in the ), as long as any person you appoint is able to carry out their duties satisfactorily.


Q12:How do I appoint or remove a company secretary?

If you wish to appoint a when you first set up the , you do so as part of the application process. You must give the secretary's name and an address where they can be reached officially, which can be the 's . See Setting up a new company for detailed guidance on the process for setting up a new , and for everything you are likely to need for the job, see our Starting a company toolkit.

Once your is up and running, you can remove a and appoint a new one if you want, or appoint one for the first time if you did not do so initially. See Appointment, resignation and removal of a company secretary for detailed guidance on appointing or removing a secretary.


Company secretary's contract
Q13:Will a company secretary automatically become an employee on appointment?

No, a does not need to be an , although in practice, it is common for them to be one.


Q14:Do I need a contract for a company secretary?

In practice, yes. Whilst there is no legal requirement to have a written contract in place between your and its , it is important that the terms of appointment and scope of the secretary's responsibilities are clearly recorded so as to avoid any dispute about who is responsible for what tasks.

See Q&A 15 for what form of contract you should use.


Q15:What contract should I use for a company secretary?

The type of the contract will depend on whom you appoint:

  1. An

    If you appoint a member of your 's existing , or a new member of , you should record the secretary's responsibilities in their employment contract. For template employment contracts you can use, see Employment contracts.

  2. A person outside the

    If you appoint a non- to be your , it is recommended that you agree their responsibilities and terms of appointment (including pay and any ) in writing. See Letter of appointment for a company secretary for a template that you can use.

  3. Your accountant or solicitor, or (rarely) another

    If you are appointing your accountant or solicitor or another , they will likely have their own standard terms that they will want you to agree. Review these thoroughly and take legal advice if they look complex or if you have concerns. For access to a specialist lawyer in a few simple steps, you can use our Ask a Lawyer service.

Before entering into any agreement with a , your will need to approve it. If your has the , this should be done by your . It is best to do this at the same time that they approve the appointment. See How to appoint a new company secretary for detailed guidance on the process for appointing a new .


Liability and records of a company secretary
Q16: Can a company secretary be personally liable for their actions?

Yes, if your secretary has been at fault for offences committed by your . There are lots of offences that a can commit, many of which are easy to forget. For example, most failures to keep proper internal records, or to inform of changes within your are offences.

If your goes bust, your could be liable for some serious offences such as fraud. The penalty can include disqualification from being a .

Your can take out personal liability insurance for a and could choose to them against any losses caused by their failures.


Q17: What records of my company secretaries do I need to keep?

After you set up your , you are required to keep an up to date to record all appointments of secretaries. for further guidance, see Keeping a register of secretaries.

The register is publicly available and must be kept at your 's , at a or on the .

For further information about how to set up and maintain your 's registers, including template Company registers you can use, see Maintaining a company's books and records.