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FeaturesagentOS Block ManagerUpdated April 12, 2026

Owner Entity: Individual or Company Portfolio Holder

Owner Entity: Individual or Company Portfolio Holder

Available from: v0.7.0

Overview

The Owner Entity feature allows you to define the legal and personal identity of each portfolio holder — either as a private Individual or as a registered Company. This distinction is essential for compliance, correspondence, and financial reporting within residential block management.

Why It Matters

In real-world block management, ownership structures vary significantly. A portfolio may be held by:

  • A private individual (e.g. a buy-to-let landlord or a named leaseholder)
  • A company (e.g. a property investment firm, a family holding company, or a residents' management company)

Previously, the platform treated all owners with a single, undifferentiated profile. From v0.7.0 onwards, each owner has a clearly typed entity record that captures the right information for their ownership type.

Owner Entity Types

Individual

Use this type when the portfolio holder is a natural person.

Typical fields include:

  • Full legal name
  • Contact details (email, phone)
  • Correspondence address

Company

Use this type when the portfolio holder is a legally incorporated entity.

Typical fields include:

  • Registered company name
  • Company registration number
  • Registered office address
  • Contact details

How to Use

  1. Navigate to Owners in the platform sidebar.
  2. Select Add Owner (or edit an existing owner).
  3. Choose the Entity Type: Individual or Company.
  4. Complete the relevant profile fields for the selected type.
  5. Associate the owner entity with the relevant properties or blocks in your portfolio.

Portfolio Association

Once an owner entity is created, it can be linked to one or more properties or blocks. Both Individual and Company entities support full portfolio association — there is no difference in portfolio management capability between the two types.

Future Roadmap

The Owner Entity model is designed to support upcoming features, including:

  • Companies House integration — automatic lookup and verification of company registration details.
  • KYC / AML verification — identity verification flows for individual owners.
  • Director and beneficial owner records — capturing the people behind company-held portfolios.

Notes

  • Existing owner records are not affected by this release. All previously created owners remain valid and accessible.
  • You can update an existing owner's entity type at any time from the owner profile page.