Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to prepare, preview, edit, delete and send your year end disclosure as well as view and download your year end disclosure history report. 

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

So, let's get started. Check out the video linked below. Alternatively, follow the step-by-step instruction provided.

To prepare your year end disclosure: 

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

2) Once you are logged in, the Current Appointments / Interests section under Section 156 will be shown as your main screen. 

3) Click on the Arrow Down button next to the Section 156 header, then select Section 165 from the dropdown list.

4) Then, you will be directed to the Current Shareholdings section.

5) Click on the Year End Disclosures tab, which is right next to the Related Companies tab.

Important Note: For those companies that have subscribed to Board.Vision, the year end disclosure will be auto prepared by the system. The Source will show as  "Board.Vision" and the Disclosure Prepared By will show as "System". 

6) To add in the year end disclosure for the company that does not subscribe to Board.Vision. Click on the + icon.

7) On the Add Year End Disclosure pop-up window,

      a) Select the Company Name from the dropdown list.

b) There are two options for the Start Type. 

Select Date of Appointment if you were appointed during the financial year OR select Financial Year Start if you were already appointed before the financial year. 

c) Enter the Start Date and Financial Year End Date. 

d) Then, click on the Save Reference button and it will be added to the Year End Disclosures section. 

To preview and download your year end disclosure report:

To edit your year end disclosure information:

1) Click on the Pen icon from the Action column. 

2) On the Edit Year End Disclosure pop-up window, change the information as necessary then click on the Save Reference button and it will be updated accordingly. 

You could also delete your year end disclosure if you have incidentally added multiple records for the same company. 

Important Note: You will only see the Trash icon if you have added multiple records for the same company. 

To delete multiple records for the same company:

1) Click on the Trash icon from the Action column. 

2) Then, click on the Confirm button on the Remove Year End Disclosure pop-up window. Once you click on Confirm, the record will be permanently removed from the system.

To send your year end disclosure:

1) Select the companies from the Year End Disclosure list, then click on the Send Disclosure button at the top right.

2) Then, you will be directed to the Send Year End Disclosure pop-up window with a list of the selected companies. Select the Section 165 Disclosure checkboxes and you will be required to preview your disclosure. 

3) Select the Okay, Preview button on the Preview Disclosure pop-up window to preview your disclosure report. 

Important Note: You are required to select all the Section 165 Disclosure checkboxes and preview the disclosure reports from the list if you wish to send all the disclosure at once. 

4) To edit the recipient list, click on the Edit Distribution List button. 

5) If you wish to send the disclosure to other recipients not listed within the recipient list, enter their email addresses into the CC field. 

Select the Save Distribution List for next circulation checkbox If you wish to save the distribution list for the next circulation. 

To save any edits to the recipient list, click on the Save button. 

6) If you wish to preview your disclosure again, you can do so by clicking the Eye icon which is next to the Edit Distribution List button. 

7) Once everything is confirmed, you can choose to:

• Circulate the disclosure by clicking Yes, Send to proceed; or
• Notify the Authorised Preparer to circulate the disclosure on your behalf by clicking Notify Preparer to Send. 

If you choose to send the disclosure, the Administrators who are selected in the distribution list will receive an email notification from Board.Vision <notifications@board.vision> with the title “Director Name - Year End Disclosure”. 

If you choose to notify the Authorised Preparer to circulate the disclosure on your behalf, your Authorised Preparer will receive an email notification from Board.Vision <notifications@board.vision> with the title “You have been authorised to circulate director's disclosures for 'Director's Name'”.

Your year end disclosure has been sent successfully. 

Important Note: Once this year end disclosure has been sent successfully, the system will auto prepare the next year end disclosure for you.

Before sending the year end disclosure Start Date: 01/01/2020 Financial Year End: 31/12/2021
After sending the year end disclosure, the system will auto prepare the next year end disclosure Start Date: 01/01/2021 Financial Year End: 31/12/2022

To view and download your year end disclosure history report:

1) Click on the Arrow Down button at the top right. A dropdown menu will show. 

2) Click on Year End Disclosures. Then, you will be directed to the Year End Disclosures History page. 

3) From the Circulated Disclosure column, click on View. The Circulation History report will be opened in a new tab. 

Important Note: If your Authorised Preparer has circulated the disclosure on your behalf with a supporting document, his / her name will be reflected under Circulate By column, and you will be able to view the supporting document under the Supporting Evidence column.  

4) To save the Circulation History report onto your laptop/desktop, click on the Download icon at the top right.

Congratulations! You have completed the tutorial on how to to prepare, preview, edit, delete and send your year end disclosure as well as view and download your year end disclosure history report. 

If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 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 weekends and public holidays).