Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to prepare your Year End Disclosure.
To prepare your year-end disclosure:
3) Once you have selected Section 165, Current Shareholdings section will be shown as your main screen.
4) Click on the Year End Disclosures tab, which is right next to the Related Companies tab.
5) Click on the + icon. Add Year End Disclosure screen will open in a new pop-up window.
6) Enter the information requested. Fields marked with asterisks are mandatory and cannot be left blank.
7) Click on the Save Reference button to proceed.
You have successfully prepared your year-end disclosure.
Congratulations! You have completed the tutorial on How to Prepare your Year End Disclosure.