Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a new authorised preparer.
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 add a new Authorised Preparer:
1) Log in to your Director's Disclosure account using your registered email address and password.
2) Click on your profile picture at the top right corner. Then, select Manage Access Permissions.
3) On the Manage Access Permissions page, click on the + icon.
To add your Executive Assistant as an authorised preparer:
a) On the Add Authorised Preparer dashboard, user Type, select Executive Assistant.
Important Note: An Executive Assistant (Authoried Preparer) will have full access. An Executive Assistant can view and access all your directorship appointments and shareholdings and interests in all companies in Section 156 and Section 165.
b) Then, under Name, select your Executive Assistant's name.
c) Once you have selected your Executive Assistant, you will be required to select the relevant Company Name.
To add your Company Secretary as an authorised preparer:
a) On the Add Authorised Preparer dashboard, select ‘Company Secretary’ from the Type dropdown list.
Important Note: A Company Secretary (Authorised Preparer) will have llmited access. A Company Secretary can view and access all your directorship appointments in all companies in Section 156.
However, Company Secretary will have limited access to Section 165 and are able to view shareholdings and interests only of the following companies:
a) Companies that the Director had given the Company Secretary access to and its related company(ies).
E.g., Company A, Company B, and Company C are the related companies. The Director had only given the Company Secretary access to Company A, but the Company Secretary will be able to view and access Company B and Company C too as they are related companies.
b) Companies added by the Company Secretary which includes related and non-related companies.
b) Then, under Select by, choose Company or Company Secretary.
c) Followed by, selecting either the specific company name or username.
4) Next, you will be required to select the specific company name or username from the list provided below based on your choice. Then, click on Confirm Authorised Preparer to proceed.
You have now successfully added a new Authorised Preparer.
Congratulations! You have completed the tutorial on how to add a new Authorised preparer.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at firstname.lastname@example.org 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).