Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps of consolidating year-end disclosure reports for related companies by grouping them.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
To consolidate the year-end disclosure report for related companies:
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) Click on the Arrow down icon and select Year End Disclosures from the dropdown menu and you will be directed to the Year End Disclosures section. 
5) Then, select the checkboxes for related companies and click on the Add Group icon.
Before you create the group, please make sure you meet all the following requirements:
1) Must be related companies;
2) Must have the same Start Type e.g. Financial Year Start or Date of Appointment;
3) Must have the same Start Date; and
4) Must have the same Financial Year End Date. 
6) Once you have clicked on the Add Group icon, the Enter Group Name window will pop up. Enter the Group Name, then click on Save Changes. 
7) Once your year end disclosure group has been created successfully, you may preview your draft year end disclosure report by clicking on View from the Year End Disclosure column. Then, the report will be opened in a new tab. 
8) To edit the year end disclosure group, click on the Pen icon next to the Group Name. 
9) On the Edit Disclosure Group pop-up window, change the information as necessary then click on Save Changes. 
10) If you wish to delete the year end disclosure group, on the Edit Disclosure Group pop-up window uncheck all the companies then click on Save Changes. 
You have successfully consolidated the year-end disclosure report for the related companies.
Congratulations! You have completed the tutorial on how to consolidate the year-end disclosure report for the related companies.
To find out more on how to send your year end disclosure, please click here
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.
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