How to Add a Current Appointment or Interest as a Past Record for a Director

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a current appointment or interest as a past record for a Director. 

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 current appointment or interest as a past record for a Director:

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 the Director’s name at the top right corner.
b) In the “Switch Director” pop-up window, select the Director you want to act for.
c) Click Switch Director to confirm. 

4) Next, click on the Add Interest button at the top right of the screen.

5)  On the Add New Appointment / Interest page, 

a) Under Company Information

Enter the Company Registration Number or Company Name, or use the “Search Company” function to find if the details of the company you wish to add are already in the database.

If you enter a Company Registration Number or Company Name, a dropdown list of matching company options will appear.

Once you select a company from the dropdown, other company information fields will be automatically populated. 

If you need to re-enter or re-select the company details, click on the Clear button.

b) Under Appointment Information

i) Enter the Interest/Appointment and Date of Appointment

If the exact appointment date is not available:

You may still proceed by selecting one of the following options:

• Only Display Month and Year in the Disclosure File

• If you know the month and year of the appointment, you can enter first day of that month. By selecting this option, only month and year are displayed in the disclosure.

• Only Display Year in the Disclosure File
• If you know the only the year of the appointment, you can enter first day and month of that year. By selecting this option, only the year is displayed in the disclosure.

c) Under Company Secretary Information

Enter the Company Secretary Name and Email – this will allow the CoSec name and email to be shown in the email distribution list for sending disclosure emails.

Once completed, click the "Confirm Appointment/Interest" button at the bottom of the screen.

6) Select "No, it's already circulated" and click on Confirm.

• The appointment/interest status will be displayed as "Circulated", and no disclosure circulation will be required. 
• You may select this option if the disclosure has already been circulated outside of Board.Vision (e.g., via email or manually), and there's no need for re-circulation within the platform.

Important Note: The current appointment/interest added as a past record will not be circulated and will only be kept as a record. 

You have completed the tutorial on how to add a current appointment or interest as past record for Director(s). 

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).