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Template · Client
Company Formation Information Request Template (UK, Free)
Ensure a smooth incorporation process by gathering all required company and officer details upfront.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A company formation information request gathers the essential data for Companies House, including the proposed name, registered office, and details of directors and shareholders. It also covers the share structure and Persons with Significant Control (PSC) information.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- When a client requests a new company formation
What information is required to form a company?
You need specific details for the company, its officers, and its ownership structure.
To avoid rejection by Companies House, ensure the following details are accurate:
- Proposed company name (and checking for availability)
- Registered office address (must be in the UK)
- Directors' full names, dates of birth, and addresses
- Shareholder details and number of shares to be issued
- Value per share (usually £1)
- Details of Persons with Significant Control (PSC)
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
Company Formation Information Request Template (UK, Free)
Subject: Information Required to Form Your New Company
Dear [Client Name],
We are ready to proceed with the incorporation of your new limited company. To ensure the process is smooth and the registration is accepted by Companies House, please provide the following information:
Proposed Company Name: [Name]
Registered Office Address: [Address]
Director Details: Full name, date of
Preview shows the opening and key sections. The full editable file is free to download below.
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Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
Email templates
Standard client messages ready to send.
See featureTokens for emails and tasks
Merge client data into repeatable messages.
See featureClient onboarding automation
Standardise requests, checks and first services.
See featureCompanies House sync
Import company details and filing deadlines.
See featureWhat are the common mistakes?
- Using a name that is too similar to an existing company
- Incorrect director addresses
- Unclear share structures
- Forgetting to identify PSCs
- Not verifying the registered office location
“Automation saves time and no follow-up is missed.”
Frequently asked questions
How long does formation take?
Usually 24-48 hours once submitted to Companies House.
Can I use a PO Box as an office?
No, the registered office must be a physical address where documents can be delivered.
How many directors do I need?
A private limited company needs at least one director who is a natural person.
What is a PSC?
A Person with Significant Control, typically someone with more than 25% ownership or voting rights.
Can a company be a director?
Yes, but there must always be at least one individual director.
Do I need to be a UK resident?
No, but the company itself must have a UK registered office.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
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“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
