Adding a pre-existing company

You can now onboard a pre-existing directly from your dashboard

Adding a UK limited company you own

You can add a brand new UK-limited company to your portfolio straight from your dashboard by following the steps below:

  1. Head over to the 'Portfolio' page on your dashboard
  2. Select the ' FAQ nav item ' button
  3. To add a limited company, click the 'Add an existing company you own' section
  4. After learning more, if you are happy, click 'Get started'

Getting started

Adding your pre-existing company is split into two stages.

  • Telling us about your company
  • Setting up your subscription

Tell us about your company (And you)

You will be asked to enter the current information regarding your company, this will include:

  • Company name
  • Company registration number
  • How many properties your company owns

 

You will also be asked to answer a few questions to give us an idea of your current company structure. 


You will be allowed to review your answers and 'confirm' that you are ready to move on to the next stage.

Setting up your subscription

You will be offered a review of your subscription costs and what your subscription contains. 

If you are happy with this, you can enter your payment information and set up your subscription.

The subscription amount will vary depending on how many properties your company owns. 


Adding your company information

You can now move on to the next stage and add your company information. If you need guidance, please click on the 'How do I find this?' option.

The UTR and Auth code are important and will be required but we do not need this at this stage if you can not locate it.

Screenshot 2024-06-11 at 12.34.55

 

It is optional to open a business account. however, if you are unsure, please take a look at our business account offering.


Tell us about your shareholders

We will need to know your current share structure and who the shareholders are in order to onboard your company.


Types of share structure

Ordinary Shares (Common Shares)

Ordinary shareholders typically have voting rights to influence company decisions, receive variable dividends based on company profitability, benefit from potential stock price increases, and have a residual claim on assets after all debts and preferred shareholders are paid, making these shares riskier but with higher reward potential.

Preferred Shares

Preferred shareholders generally do not have voting rights, receive fixed dividends that are paid out before ordinary shareholders, have a higher claim on assets in the event of liquidation, and may have the option to convert to ordinary shares, making these shares less risky with stable returns but less potential for high capital gains.

 

We suggest reviewing your share structure and making sure the information is accurate. Please reach out to our team if you have questions.

 

Tell us about your property/properties

You should now be able to confirm the details regarding the property/properties your company owns.

Screenshot 2024-06-11 at 12.46.54

If you do not have a property yet, tick the box and let us know if you need any help. We have a specialist property team available.

Tell us about your accountant

If you currently have an account, we will need to reach out to them for professional clearance which is a standard within the UK.

Tracking your company

Congratulations, you have successfully sent your company information and our team will now be handling this for you. 🎉

 

You can view the status of your company onboarding by following the steps below:

  1. Head over to the 'Today' page 
  2. Scroll down to the 'Your updates' section
  3. Select 'View tracker'

You should now be able to see your tracker.

 


If you have any questions, please reach out to our team at Gethelp@getground.co.uk