Governance Workflows

    Renewals & registrations

    Keep every licence, policy and registration current. Manage licence renewals, insurance policies, business registrations and recurring requirements, with reminders and supporting evidence held against the entity.

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    Your first entity is free. No credit card required.

    Renewals & registrations

    Reminders on

    Item

    Owner

    Expiry

    AFS licence 482 119

    Coastal JV Pty Ltd

    PL21 days

    Directors & officers insurance

    Group policy

    NC6 weeks

    Business name: Beach Bum Co

    Beach Bum Holdings

    IT3 months

    AML/CTF program review

    Ventures Ltd

    NC5 months

    Evidence and certificates held against the entity

    How It Works

    Renewals & registrations

    Keep every licence, policy and registration current. Manage licence renewals, insurance policies, business registrations and recurring requirements, with reminders and supporting evidence held against the entity.

    Book a Demo
    01

    Every recurring requirement in one place

    Licences, permits, insurance policies, business names, registrations and periodic reviews are tracked with expiry dates against the entity that holds them.

    02

    Reminders well before expiry

    Renewals appear in the work queue and calendar ahead of time, assigned to a named owner rather than a shared mailbox nobody watches.

    03

    Evidence held on the entity

    Certificates, policy schedules, invoices and receipts are stored with the renewal, so proof of currency is one click from the record.

    04

    Rolls forward automatically

    Completing a renewal shifts the next due date to the following cycle, so the requirement continues without being re-created each year.

    05

    Visible in compliance

    Anything lapsed or approaching expiry surfaces as a compliance item against the entity, so exposure is not discovered during an audit.

    FAQ

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

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    Regulatory licences and permits, insurance policies including directors and officers cover, business name and trading registrations, and recurring reviews such as AML program reviews.

    The assigned owner, with escalation visible in the group work queue so nothing depends on one person seeing an email.

    With the renewal and in the entity’s document vault, so the current certificate and its history are both retrievable.

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    entity portfolio.

    Your first entity is free. No credit card, no lock-in. Set up in under 15 minutes.

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