Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to change a Director’s draft shareholding or interest.


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 change a Director’s draft shareholding or interest: 


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. 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 on the Director’s name. 

b) Select the name of the Director you would like to act for from the Switch Director pop-up window.

c) Then, click on Switch Director.


4) Once you have selected the Director, click on the Section 165 button next to the Section 156 and you will be directed to the Current Shareholdings section.  


5) Click on the draft Shareholding / Interest you would like to make changes to.

6) Under Direct or Deemed Interest, click on the Pen icon.


7) On the Edit Shareholdings / Interests pop-up window, change the information as necessary then choose Add Interest if you are ready to confirm the Shareholding / Interest OR choose Save as Draft if you wish to keep it as draft.    


8) Next, click on the Confirm Shareholdings button.


9) Once you have clicked on Yes, Confirm Shareholdings on the Warning screen, the Shareholding/Interest will then be updated to the Current Shareholdings section. 



Important Note: You will be able to edit or delete the New Record of shareholding or interest before circulation.   


You have completed the tutorial on how to change a Director’s draft shareholding or interest.


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).