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, both Sections 156 and 165 will be visible on your screen.  

3) Click on the Section 165 button next to Section 156 and you will be directed to the Current Shareholdings section. 

4) Select Year End Disclosures from the dropdown menu.

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". 

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

6) 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. 

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

c) Next, 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 a record:

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 have clicked 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 Disclosures listing page, then click on the Send Disclosure button at the top right.

2) 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 disclosures 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 had chosen to notify your Authorised Preparer(s) to circulate the disclosure on your behalf, your Authorised Preparer(s) will receive an email notification from Board.Vision <notifications@board.vision> with the title “You have been authorised to circulate director's disclosure(s) 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: 01/04/2022 Financial Year End: 31/03/2023
Once the year end disclosure is sent, the system will automatically generate the next year end disclosure. Start Date: 01/04/2023 Financial Year End: 31/03/2024

To view and download your year end disclosure history report:

1) Click on the View Circulation History button at the top right and select Year End Disclosures from the dropdown menu.

2) You will be directed to the Year End Disclosures History page. 

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.

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 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).