1. Quick Overview
The Legal Entities module in Vistra Digital provides a centralised view of your organisation's entity portfolio, making it easier to find, review, and manage important corporate information from one place.
Users can quickly distinguish between Managed and Non-managed entities, search and filter their portfolio, customise the information displayed in the entity list, and open individual entities for a more detailed view of their corporate structure and relationships.
🚀 Key Takeaway: Access entity information, directors, shareholders, relationships, and documents through one centralised entity profile.
2. Navigate Your Entity Portfolio
The Legal Entities page provides an overview of the entities available to you.
Entities are organised into the following main categories:
Live entities – Entities that have been established and are currently maintained within the platform.
Pending incorporations – Entities currently undergoing the incorporation process.
Draft entities – Entity records that have been created but are not yet complete.
Within Live entities, you can further switch between:
All – View managed and non-managed entities together.
Managed – View entities managed by Vistra.
Non-managed – View entities maintained by your organisation outside of Vistra's managed entity services.
This separation makes it easier to navigate larger portfolios and quickly focus on the entities relevant to your work. The platform's distinction between managed and non-managed entities complements the existing self-service functionality available for non-managed entities.
3. Search, Filter and Customise Your Entity List
🔍 Search
Use the search bar to quickly locate an entity using information such as:
Entity name
Business ID
⚙️ Filters
Refine the entities displayed using available filters such as:
Jurisdiction
Entity type
Company status
Relationship Manager
Senior Relationship Manager
📊 Customisable List View
The entity listing provides key information at a glance, including details such as:
Company name
Company type
Jurisdiction
Incorporation date
Managed by
Last modified
Company status
Available columns can be adjusted so you can tailor the list view to the information most relevant to you.
4. View a Detailed Entity Profile
Select an entity from the list to open its Entity Profile.
The Entity Profile brings together the entity's core information, ownership structure, associated personnel, documents, and relationships across several dedicated tabs.
🏢 Entity Details
View the entity's core corporate information, including details such as:
Organisation
Company name
Jurisdiction
Company status
Company type
Registration number
Tax ID
Other available entity information
This provides a single reference point for the entity's primary corporate details.
👤 Directors
View the directors associated with the entity together with their relevant director information. This makes it easier to understand the entity's current management structure without navigating to separate records.
📊 Share Allocation
View the entity's shareholders and ownership structure. The Share Allocation tab provides:
Shareholder information
Share allocation details
A visual representation of ownership through a share allocation pie chart
This provides a quick way to understand how ownership of the entity is distributed.
🔗 Relations
View other individuals or organisations associated with the entity outside of its directors and shareholders.
Depending on the entity, these relationships may include roles such as:
Company Secretary
Legal Counsel
Other associated personnel
This provides a broader view of the people and organisations connected to the entity.
📁 Documents
Access documents associated with the entity directly from its profile, keeping entity information and supporting documentation together in one location.
🏢 Directorships
View other entities where the current entity itself acts as a corporate director.
This helps users understand relationships across their wider corporate structure and identify where an entity holds directorship roles elsewhere.
📈 Shareholdings
View other entities where the current entity acts as a shareholder.
This provides visibility into ownership relationships across your entity portfolio and helps users understand how entities are connected.
5. Manage an Entity
From the Entity Profile, available actions allow you to manage the entity and its information directly.
✏️ Edit Entity
Select Edit to update the entity's available information.
This allows entity records to remain accurate as corporate information changes over time.
📄 Download as PDF
Select Download as PDF to generate a PDF report containing the entity's information.
This can be useful when entity information needs to be:
Reviewed offline
Shared with relevant stakeholders
Retained for internal records
Used as supporting information for corporate or compliance activities
🗑️ Delete Entity
Where applicable, select Delete to remove the entity record from the platform.
6. How It Works (Step-by-Step Guide)
Step 1: Open Legal Entities
Navigate to Legal Entities from the platform menu.
Step 2: Find the entity you need
Choose All, Managed, or Non-managed, then use search and filters to narrow down your entity portfolio.
Step 3: Open the Entity Profile
Select the required entity from the list to access its detailed information.
Step 4: Explore the entity
Use the Entity Details, Directors, Share Allocation, Relations, Documents, Directorships, and Shareholdings tabs to review different aspects of the entity.
Step 5: Take action where require d
Edit the entity information, download an entity report as a PDF, or perform other available entity actions.
7. User Benefits
🎯 Accuracy: Keep entity records accurate through inline editing as corporate information changes over time.
⏩ Faster Navigation: Separate managed and non-managed entities and use search and filters to quickly find the records you need.
📊 Ownership Visibility: Understand directors, shareholders, share allocations, and wider corporate relationships from one consolidated profile.
🔗 Relationship Transparency: See where entities hold directorships or shareholdings across your wider portfolio.
🗂️ Flexible Portfolio Management: Customise the entity list to focus on the information most relevant to your work.
📄 Easy Reporting: Generate PDF reports when entity information needs to be reviewed or shared outside the platform.
8. Use Cases
✅ For Corporate Secretarial and Operations Teams: Quickly review an entity's corporate information, directors, shareholders, and associated relationships.
✅ For Relationship Managers: Search and filter managed entities to efficiently navigate the portfolios they support.
✅ For Compliance and Governance Teams: Review entity structures, ownership information, and associated personnel from a centralised record.
✅ For Business Stakeholders: Understand how entities are connected through directorship and shareholding relationships without manually consolidating information from multiple sources.
9. Summary & Next Steps
The Legal Entities module provides a comprehensive view of your entity portfolio and brings together the key information needed to understand each entity. From the list view, users can easily distinguish between Managed and Non-managed entities, search and filter their portfolio, and customise the information displayed. Opening an entity provides a deeper view across its corporate details, directors, shareholders, share allocations, relationships, documents, directorships, and shareholdings. Use Legal Entities whenever you need a single, structured view of your organisation's corporate portfolio and the relationships between the entities within it.