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Assess My Entity Operations
Guide

Board and director management across a global entity portfolio

Board and director data becomes operationally useful when appointments, terms, authority, evidence and downstream actions are connected to the legal entities they affect.

Legal · Corporate Secretary

Start the guideAssess My Entity Operations

Entiti · Operating guidanceReviewed September 2, 2026 · Use this guide as an operating framework; appointment and resident-director rules vary by jurisdiction.

People & Governance

Ashcombe portfolio · 3 sample entities

Illustrative

Current roles across the portfolio.

3Sample entities
3Current roles
1Evidence reviews
  • 01
    Ashcombe Holdings LtdUnited Kingdom · Morgan Lee, Director
    Verified
  • 02
    Ashcombe Services LtdUnited Kingdom · Jordan Smith, Officer
    Needs review
  • 03
    Ashcombe Asia Pte. Ltd.Singapore · Alex Rivera, Director
    Verified

Illustrative product view. Select a tab to explore.

Appointments

Start with every role a person holds.

Record the person once and connect that person to each entity appointment. Keep current and historical roles together without flattening them into Director 1 and Director 2 fields.

  • Capture role, entity, start date and end date.
  • Link appointment evidence and review status to each relationship.
  • Support people with several roles across multiple entities.
Governance role register

Current sample appointments · Switch the perspective

ILLUSTRATIVE

Every role belongs to an entity.

Every role belongs to an entity.
EntityPersonRoleEvidence
Ashcombe Holdings LtdMorgan LeeDirectorVerified
Ashcombe Services LtdJordan SmithOfficerNeeds review
Ashcombe Asia Pte. Ltd.Alex RiveraDirectorVerified

Local requirements

Make local questions visible.

Board-composition requirements depend on the jurisdiction, legal form and facts. Keep the applicable rule and its source separate from the appointment record.

  • Identify any composition or replacement question created by a change.
  • Assign the review to someone responsible for the local requirement.
  • Record the source, review date and decision basis.
Composition review

Illustrative · Ashcombe portfolio

ILLUSTRATIVE

3 sample entities

Appointment evidence needs review.

The officer role is recorded, but the supporting document has not been verified.

Review owner
Corporate Secretary
Source
Appointment resolution
Next step
Obtain and verify evidence

Connected authority

A title does not tell the whole story.

A person may also hold signing authority, a Power of Attorney or an external representative role. Those responsibilities need their own review when the appointment changes.

  • Connect bank mandates, POAs and delegated approvals.
  • Keep the responsible Legal, Finance or Treasury owner visible.
  • Confirm separate authority changes with appropriate evidence.

Role changes

Close the work created by the change.

Record the effective date, identify affected entities and track each required follow-up through to evidence. Entering an end date is one step in the process.

  • Confirm local approvals, filings and register changes.
  • Review external authority, KYC and access where applicable.
  • Preserve the old appointment and the completion trail.
Change record
Resignation received

Scope confirmed

Responsible team
Corporate Secretary
Keep with the record
Entity scope, dates and affected roles

Questions by function

One entity context. Each team’s next question.

Use the same records and evidence to answer the question your team needs resolved.

Your team’s view
Illustrative

Legal

What changed, and what evidence proves it?

Inspect the appointment, authority and effective-date history together.

Questions

The things teams ask first.

Answered plainly, including where the next step depends on local requirements, evidence or review.