Directors

Directors are the officers and shareholders of a limited company. Each record holds personal details, appointment and resignation dates, shareholding information, and an optional connected-person link used for S455 aggregation on director loan accounts.

A person is a director by virtue of holding a record here. The isShareholder flag additionally governs whether they take part in dividend allocation, and the share class and shares held feed the per-share dividend arithmetic. Directors are the system of record the Dividends and Director Loans resources read from.

Connected persons

Two directors can be linked through connectedToDirectorId and a relationship of spouse, child, parent, or associate. The Director Loan Account balance views read these links to aggregate a connected person's balance into the primary director's S455 exposure, following the connected-persons treatment. The two fields are set together or not at all.

Resignation

A director is retired through the resign endpoint, a soft delete: the record is marked inactive and stamped with a resignation date, and it remains in place so that historical dividends and loan accounts still resolve. A resigned director is never removed.

→ The Directors object

Endpoints

GEThttps://app.speybooks.com/api/v1/directors/List directors and shareholders POSThttps://app.speybooks.com/api/v1/directors/Add a director or shareholder GEThttps://app.speybooks.com/api/v1/directors/{id}Get director details PATCHhttps://app.speybooks.com/api/v1/directors/{id}Update director details DELETEhttps://app.speybooks.com/api/v1/directors/{id}Resign a director

Endpoints

GET/v1/directors/POST/v1/directors/GET/v1/directors/{id}PATCH/v1/directors/{id}DELETE/v1/directors/{id}

The Directors Objectjson

{
  "id": "dir_1",
  "userId": "usr_1",
  "fullName": "Fiona Grant",
  "email": "director@example.com",
  "address": null,
  "isShareholder": true,
  "sharesHeld": 100,
  "shareClass": "Ordinary",
  "appointedDate": "2024-01-15",
  "resignedDate": null,
  "active": true,
  "connectedToDirectorId": null,
  "relationship": null,
  "createdAt": "2024-01-15T09:00:00Z",
  "updatedAt": "2024-01-15T09:00:00Z"
}