How to Notify a Director to Circulate a Disclosure

Welcome to Board.Vision Tutorials. 

In Board.Vision Director's Disclosure, Directors can circulate their own disclosures directly. In this tutorial, we will walk you through the steps to notify a Director to circulate a disclosure after you have entered his/her directorship appointments on their behalf.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To notify a Director to circulate a disclosure:

1) Log in to your Director’s Disclosure account, using your registered email address and password.

2) Once you are logged in, both Sections 156 and 165 will be visible on your screen. At the top right of the screen, you will be able to see your Director’s name. 

3) If you wish to switch to act for another Director, 

a) Click the Director’s name at the top right corner.
b) In the “Switch Director” pop-up window, select the Director you want to act for.
c) Click Switch Director to confirm. 

4) Click on the Prepare Disclosure button at the top right of the screen. 

5) On the "Prepare Disclosure" pop-up window, click on the Prepared Disclosures tab.

6) Select the Section 156 Disclosure checkbox.

7) Once you have selected the checkbox, you will be required to preview the disclosure. Select Okay, Preview.

8) To edit the distribution list, click on the Edit Distribution List button. 

9) If you need to send the disclosure to recipients outside of the distribution list, enter their email addresses in the CC field. To save any changes made to the distribution list, click Save.  

Note: You can select the “Save Distribution List for next circulation” checkbox. On your next circulation, the system will recall the most recent distribution settings. Please note that edits to the list will only be saved once the disclosure is circulated. To retain any changes, ensure that you complete the circulation. 

10) If you would like to preview your Director’s disclosure again, click the Eye icon located next to the Edit Distribution List button. Once confirmed, click on Send for Approval to proceed. 

Important Note: You can attach the disclosure form as an attachment for the Director's approval. Select the "Attach disclosure file in email when send to director for approval" checkbox.

You have notified a Director to circulate his/her Section 156 disclosure. 

On Email Notification

Your Director will receive an email notification from Board.Vision <notifications@board.vision> with a title, “Authorised Preparer <Preparer’s Name> has prepared draft director’s disclosure(s) for your confirmation.” 

The recipients will be as follows:-

• To Director
• Cc Authorised Preparer (yourself)

You have completed the tutorial on how to notify a Director to circulate a disclosure. 

If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).