How to Set Auto Reminders for Director's Year End Disclosures

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set auto reminders for Director's year end disclosures. 

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 set auto reminders for Director's year end disclosure:  

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 Director, 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 Year End Disclosures from the dropdown menu and you will be directed to the Year End Disclosures section.   

6) Click on the Reminder icon.

7) Then, you will be directed to the Set Reminder pop-up window. 

You can set Reminder to yourself or/and your Director by selecting the checkboxes. Thereafter, click on the Add Reminder button.

8) Next, you will be directed to the Add Reminder pop-up window. You can set a reminder example 7 days before the year end date. Once you have set a reminder, click on the Save button.

You have completed the tutorial on how to set auto reminders for Director's year end disclosures. 

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).