Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on a notification to circulate your Section 165 year end disclosure prepared by your Authorised Preparer.
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To act on a notification to circulate your Section 165 year end disclosure prepared by your Authorised Preparer:
1) Access to your Inbox or Junk email.
2) Search for an email from Board.Vision <notifications@board.vision> , with the title “Authorised Preparer ‘Preparer’s Name’ has prepared draft Year End Director’s Disclosure(s) for your confirmation”.
3) From the email, click on the Director’s Disclosure link in green. Then, you will be directed to the Director’s Disclosure login page.
4) Log in to your Director Disclosure account using your registered email address and password.
5) Once you are logged in, the Current Appointments / Interests section under Section 156 will be shown as your main screen.
6) Click on the Section 165 button next to Section 156 and you will be directed to the Current Shareholdings section.
7) 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.
8) Click on the checkbox next to the SN to select all the companies from the Year End Disclosure list, then click on the Send Disclosure button.
9) 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 checkbox and you will be required to preview your disclosure.
Note: If you or your Authorised Preparer had created a grouping (as shown in step 8), to consolidate the year-end disclosure report for the related companies, a single "Section 165" checkbox will be generated for the entire list of companies.
10) Once you have selected the checkbox(es), the Preview Disclosure window will pop up.
Then, click Okay, Preview to preview your disclosure which will be opened in a new tab.
Note: Please ensure that you have disabled the pop-up blocker on your browser to be able to preview the disclosure in a new tab.
11) To edit the distribution list, click on the Edit Distribution List button.
12) If you wish to send the disclosure to other recipients not listed within the Distribution List, enter their email addresses into the CC field.
Select the "Save Distribution List for next circulation" box, if you wish to save the distribution list for your next circulation.
Then, click on the Save button.
Note: The S165 Year End Distribution List will include all named Company Secretaries of the companies that have been added to your S156 Current Appointments/Interest.
13) If you wish to preview your disclosure again, click the Eye button next to Edit Distribution List.
14) To proceed to circulate your pending circulation,click on Yes, Send.
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You will receive an email notification from Board.Vision <notifications@board.vision> with the title “Director 'Director Name' - Year End Disclosure.”.
The recipients will be as follows:-
- To All Named Company Secretaries
- Cc Director (You), Your Authorised Preparers, and any recipients added to the CC field on the Distribution List.
You have completed the tutorial on how to act on a notification to circulate your Section 165 year end disclosure prepared by your Authorised Preparer.
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.
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