Entity & governance platform · South Africa

Change the record once. The registers, resolutions and filings follow.

Complio holds the definitive record of every company and trust you’re responsible for — its directors, shareholders, beneficial owners, deadlines and documents — and produces the statutory work from it.

Companies, close corporations and trusts · 102 resolution templates · Personal information encrypted at field level

Entity record

Saved

Karoo Trading (Pty) Ltd

2018/354121/07 · FYE 28 February

Change recorded

Naledi Dube appointed director

Effective 1 July 2026 · CoR 39 noted

Logged by T. Mokoena · 09:41
Resolution draftedAppointment of director — s66(7)Preview · PDF · Word
Register updatedDirectors' register, effective 01 Jul 2026History preserved
Organogram redrawnGroup structure reflects the changeScreen & PDF
KYC pack currentAnnexure C — director identity verifiedGap check passed
11entity types on one record — companies, close corporations and trusts among them
102resolution templates that draft from your data. The preview, the PDF and the Word file match
A–FFICA annexures assembled into a single indexed pack, with the gaps flagged before a bank finds them
Every changedated, attributed and kept — the history of a record is part of the record

Figures describe the product as built, verified July 2026. We publish what we can stand behind — nothing borrowed, nothing invented.

The real problem

Corporate records don't fail loudly. They drift.

Every filing, pack and certificate is a copy of facts held somewhere else. Maintain the copies by hand and they diverge — quietly, until a deal, an audit or a CIPC notice makes the divergence expensive.

The consequences in South Africa are concrete: annual returns lapse toward deregistration, beneficial-ownership filings fall out of date, and directors carry personal statutory duties against records nobody fully trusts.

Three versions of the truth

The share register says one thing, CIPC another, the working spreadsheet a third. Nobody decided this — it accumulated.

Minuted, then lost

A resignation is resolved and signed, but never reaches the register, the organogram or the beneficial-ownership filing.

Three days per request

A bank or auditor asks for a KYC pack, and the week reorganises itself around reconstructing documents that should have been on hand.

Status by memory

Which entities are behind on returns, which trusts have stale ownership records — the answer lives in someone's head, until they leave.

How Complio works

Maintain the facts. The paperwork becomes an output.

Complio inverts the usual arrangement. Instead of updating a dozen documents whenever an entity changes, you update the entity — and the documents, deadlines and reports are produced from it, current by construction.

That is the whole idea, and everything on this page is a consequence of it. A record you maintain in one motion cannot disagree with itself.

Produced from the record

  • Statutory registers under the Companies Act and Trust Property Control Act
  • Board, shareholder and trustee resolutions — 102 templates, drafted from the record
  • Beneficial-ownership reports, organograms and CIPC submission packs
  • FICA/KYC packs with every annexure indexed and every gap named
  • Share certificates, cap tables and transfer histories
  • A compliance calendar computed per entity, not copied from last year's
The work itself

Three afternoons Complio gives back

Not features in isolation — the actual moments this work gets hard, and what happens in Complio when they arrive.

One resignation, handled end to end

Record the resignation against the entity. Complio drafts the resolution, updates the directors' register with effective dates, redraws the group organogram and keeps the outgoing appointment in the history — nothing to remember, nothing to reconcile.

  • Resolution drafted from the record, ready for signature
  • Register and organogram reflect the change the moment it's saved
  • Beneficial-ownership records flagged if control moved with the seat
See entity records
Complio — Entities

Acacia Holdings (Pty) Ltd

Reg. no. 2019/123456/07

In good standing
OverviewDirectorsShareholdersDocuments
Directors3 appointed
NameAppointedStatus
TM

Thandiwe Mokoena

Executive director

14 Mar 2019Active
JvdM

Johan van der Merwe

Non-executive

14 Mar 2019Active
AP

Aisha Patel

Financial director

02 Aug 2021ID expiring
Key details
Entity type
Private company
Incorporated
14 March 2019
Tax number
9123 456 789
Registered office
Sandton, Gauteng
Financial year-end
28 February
The capability system

Eight capabilities, one record underneath

These aren't modules bolted together. Each one reads and writes the same entity data, which is why a change in one shows up in all of them.

Know every entity

Structured records for each company, CC and trust — officers, addresses, financial year-ends, filing history — with effective dates on every fact.

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Trace ownership and control

Follow shareholding through holding companies and trusts to the natural people behind them, with the evidence attached and the organogram drawn for you.

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See the deadlines coming

Annual returns, beneficial-ownership filings and statutory anniversaries computed for each entity, escalating from reminder to overdue.

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Draft in minutes, not afternoons

Resolutions, minutes and notices pre-filled from the record — 102 templates, exported to Word or PDF exactly as previewed.

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Answer diligence in one pass

FICA/KYC packs assembled from verified records and stored documents, indexed and complete — or honest about what's missing.

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Keep documents findable

A corporate library with taxonomy, full-text search and retention rules, where every document is linked to the entity it belongs to.

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Hold the portfolio in view

Health scores, overdue work and unevidenced ownership across every entity and organisation you manage — from one login.

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Let AI propose. You decide.

Complio reads CIPC certificates, proofs of address and contracts, and proposes structured updates. Nothing is applied without a person confirming it.

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South African depth

Not localised. Native.

Global entity tools treat South Africa as a dropdown option. Complio was built inside the regime — its templates, its deadlines, its documents — and it shows in the details.

That depth is the product, not a constraint. It's the difference between software that stores your governance information and software that can do something with it.

The Master's own template

Trust beneficial-ownership registers export on the official DOJ&CD Excel template — the file the Master's office actually accepts.

Guidance Note 7, applied

Proof-of-address checks apply the FIC's three-month currency rule automatically, reading the issue date off the document itself.

Registers under two Acts

Statutory registers follow the Companies Act 71 of 2008 for companies and the Trust Property Control Act for trusts — different regimes, one system.

CIPC-shaped workflows

Annual-return windows, beneficial-ownership submission packs and filing statuses mirror how CIPC actually sequences the work.

Software first

The platform is the product. The practice is optional.

Run it yourself

Complio, the platform

Your team maintains the record and produces the statutory work. Complio computes the deadlines, drafts the documents and keeps the history. This is how most teams use it, and it’s where every capability on this page lives.

Explore the platform

Or have it run for you

Complio, with our practitioners

Prefer the filings handled? Our company-secretarial team executes the CIPC and statutory work on the same platform, in your workspace — so you keep full visibility of everything done in your name.

Talk to us about managed service
Assurance

Built like it holds directors' ID numbers. Because it does.

Security claims in this industry tend toward adjectives. Here is what Complio actually does.

Encrypted where it matters

ID, passport and tax numbers are encrypted at the field level, not just at rest — readable only through the application, by people permitted to see them.

Access that follows roles

Owner, admin, editor and viewer roles per organisation, enforced down to the database row. Multi-factor authentication can be required org-wide.

A memory you can produce

Every change is logged with who, what and when. When someone asks how a record came to say what it says, the answer exists.

Sessions that expire

Idle and absolute session limits, configurable per organisation — because governance data shouldn't stay open on an unattended screen.

Organisations kept apart

Each organisation's data is isolated at the database layer. A professional firm's clients never share a boundary.

POPIA, taken literally

Processing registers, data-subject requests and breach logs are product features, not policy PDFs. We describe our posture plainly and claim no certification we don't hold.

Next step

Put two of your entities on the record

Book a working session and bring a company and a trust. We'll capture them live and show you the registers, packs and deadlines Complio produces from them — before you decide anything.

45 minutes · your own structures · nothing to install