9 September 2024

  • Updated

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  • Officers – “Director & Secretary” can be selected as a position when appointing officers.
  • Notifications – An additional toggle has been added allowing companies without labels to be included when filtering by labels.
  • Notifications – Label filters that determine which notifications appear now apply properly to Trusts.
  • User Roles – Added the new user role “Manage Labels”. This allows the user to add, delete, attach, remove, and manage labels.
  • SmartDocs – Added a button that copies the SmartDocs email address next to where this address displays.

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  • Address Verification has been added for New Zealand clients. When completing BGLiD identity verifications the contact’s address will be verified with a number of sources.

    The result of the Address verification will be shown in both the BGLiD Verification interface and the BGLiD Verification Report.

  • Additional validation has been added to New Zealand Address verifications as addresses found containing R D (Rural Delivery) were causing issues with the BGLiD process.

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  • Search Registers - Search Registers display purchased data to re-import in Company Selection
  • Notifications - AGM Alert/Reminders for Singapore companies added to Daily Notifications Email
  • Company Registrations Summary - Shareholders Nationality improvements

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  • ND4 - ND4 Position Holding Statement improvements
  • Company Incorporations - Company Incorporation validation improvements
  • Share Transfer - Added an IRD Stamp Duty letter for Share Transfer Document Production

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  • Company Import

    • Refined Charge Restrictions - We’ve improved the logic governing restrictions on charges, ensuring more accurate and reliable data management.
    • Enhanced Charges Satisfaction Logic - The latest update introduces enhanced logic for determining whether a charge has been fully or partially satisfied providing clearer insights.
    • Streamlined Shareholder Import - Paid and Unpaid totals for shareholders will now automatically flow into the “ShareType” during the import process, simplifying data entry.
  • Confirmation Statement 

    • New Validation - We’ve added a validation check to ensure that a company’s email address is provided when lodging a Confirmation Statement, reducing the risk of errors.
    • Business Activity - In the last update, we introduced an error message that flags when a company has no active business activities within the current annual statement period, helping maintain compliance.
    • Date Field Addition - We’ve added a Confirmation Statement Date field to the Prepare Confirmation Statement Document, making it easier to track and manage important deadlines.
  • Lodgement Notification - We’ve added a new notification confirming when a lodgement has been successfully submitted to Companies House.

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