Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a group of related companies.

Creating a group of related companies will allow your Director to circulate his/her Section 165 disclosure with ease as the system utilises it to generate the disclosure and distribution list, in accordance with the statutory requirements. 

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

So, let's get started. Check out the video linked below. Alternatively, follow the step-by-step instruction provided.

To create a group of 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. 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 on the Director’s name. 

b) Select the name of the Director you would like to act for from the Switch Director pop-up window.

c) Then, click on Switch Director.

4) Once you have selected the Ddirector, click on the Section 165 button next to the Section 156 and you will be directed to the Current Shareholdings section.  

5) Click on the Arrow down icon and select Related Companies from the dropdown menu and you will be directed to the Related Companies section.    

6) Click on the + icon. Create Related Companies Group screen will open in a new pop-up window.  

7) Enter the Group Name and select the companies you would like to add into this group.

8) Then, click on Create Group.