Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to prepare your year end disclosure, preview and download your draft year end disclosure report, edit your draft year end disclosure, delete your draft year end disclosure, send your year end disclosure as well as view and download your year end disclosure history.
Important Note: Director's Disclosure Mobile is supported on Google Chrome, Microsoft Edge, and Safari.
To prepare 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 & Past Appointments / Interests section under Section 156 will be shown as your main screen.
3) Tap on Section 165 next to Section 156. Then, you will be directed to the Current Shareholdings section.
4) Tap on the Year End Disclosures tab, which is right next to the Related Companies tab. Then, tap on + Add New.
Important Note: For Board.Vision company, the year end disclosure will be auto prepared by the system.
5) On the Add Year End Disclosure page,
a) Select the Company Name from the dropdown list.
b) There are two options for the Start Type. Select Date of Appointment if you were appointed during the financial year OR select Financial Year Start if you were already appointed before the financial year.
c) Enter the Start Date and Financial Year End Date.
Then, tap on Save Preference. It will be added to the Year End Disclosures section.
To preview your draft year end disclosure report:
1) Tap on View Disclosure.
2) Tap Allow on the pop-up blocker window. Then, the disclosure report will be opened in the new window.
To edit your draft year end disclosure information:
1) Tap on the > icon next to the company name.
2) On the View Year End Disclosure page, tap on the Pen icon at the top right.
3) On the Edit Year End Disclosure page, change the information as necessary then tap on Save Preference and it will be updated accordingly.
To delete your draft year end disclosure:
1) Tap on the > icon next to the company name.
2) On the View Year End Disclosure page, tap on Delete at the bottom.
3) Then, tap on Confirm on the Remove Year End Disclosure pop-up window. Once you tap Confirm, your draft Year End Disclosure will be permanently removed from the system.
To send your year end disclosure:
1) Tap on the > icon next to the company name.
2) On the View Year End Disclosure page, tap on the Send Disclosure.
3) On the Send Year End Disclosure page, select the Section 165 Disclosure checkbox.
4) Once you have selected the checkbox, you will be required to preview your disclosure. Select Okay, Preview on the Preview Disclosure pop-up window to preview your disclosure.
5) Tap Allow on the pop-up blocker window. Then, the disclosure report will be opened in the new window.
6) To edit the distribution list, tap on the three dots button.
7) Then, tap on the Edit Distribution List button.
8) If you wish to send the disclosure to other recipients not listed within the distribution list, enter their email addresses into the CC field. Then, tap on Save.
9) If you wish to preview your disclosure again, you can do so by tapping on the Preview Disclosure.
10) Once everything is confirmed, tap on Yes, Send to proceed.
Your year end disclosure has been circulated successfully.
Important Note: The Administrator(s) 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”.
You have completed the tutorial on how to prepare your year end disclosure, preview and download your draft year end disclosure report, edit your draft year end disclosure, delete your draft year end disclosure, send your year end disclosure as well as view and download your year end disclosure history.
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).