Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send your year end disclosure.
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 send 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, the Current Appointments / Interests section under Section 156 will be shown as your main screen.
3) Click on the Arrow Down button next to the Section 156 header, then select Section 165 from the dropdown list.
4) Then, you will be directed to the Current Shareholdings section.
5) Click on the Year End Disclosures tab, which is right next to the Related Companies tab.
6) Select the companies from the Year End Disclosure list, then click on the Send Disclosure button at the top right.
7) Then, 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.
8) 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 disclosure at once.
9) To edit the recipient list, click on the Edit Distribution List button.
10) 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.
11) 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.
12) 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 choose to notify the Authorised Preparer to circulate the disclosure on your behalf, your Authorised Preparer will receive an email notification from Board.Vision <notifications@board.vision> with the title “You have been authorised to circulate director's disclosures 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: 01/01/2020 Financial Year End: 31/12/2021 |  |
| After sending the year end disclosure, the system will auto prepare the next year end disclosure Start Date: 01/01/2021 Financial Year End: 31/12/2022 |  |
Your year end disclosure has been sent successfully.
Congratulations! You have completed the tutorial on how to send your year end disclosure.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision 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 public holidays).