- BGLiD - BGLiD will now show results for checks that have been completed with which provider, regardless of whether the provider has returned results.
- You can now add a Partner or Manager to a trust as a Trust Contact.
This will allow the contact to be included in documents, as well as Cc/Bcc'd in emails related to the trust they have been attached to.
-
Documents - The following documents now have the option to be signed by all directors:
- Company Registration Summary - (company registrations)
- Company Change Summary - (officer appointments / changes)
-
Trust Contacts - Partners and Managers can now be added as contacts on the Trust Details screen.
- Merge fields have also been added for "Trust Partner" and "Trust Manager", allowing you to add these to existing Trust Document Templates and Email Templates.
- Global Contacts - Added NZ Firearm ID as a selectable Identification on the Contact Compliance screen.
-
Documents - The following documents now have the option to be signed by all directors:
- Company Registration Summary - (company registrations)
- Company Change Summary - (officer appointments / changes)
- Workflow Improvements for Registrable Controller and Nominee Shareholder
- In this release, we have enhanced the process of adding and viewing Registrable Controllers, making it more streamlined and user-friendly.
-
Improved User Interface for Significant Controllers
- The User Interface for Significant Controllers has been enhanced, particularly around Document Production, to improve clarity and accuracy.
- You can now record a change of address for a PSC or Director across multiple companies. Supported Forms:
- CH01 – Change of Director’s Address
- CH02 – Change of Corporate Director’s Address
- PSC04 – Change of PSC’s Details
- PSC05 – Change of Relevant Legal Entity’s Details
- PSC06 – Change of PSC’s Nature of Control
- Our integration with Xero Practice Manager has been upgraded to support PMv2!
- The new Status Filters on the UK Comparison Report screen make it easier to navigate and manage your data. You can now filter by:
- Comparison Report Status
- Confirmation Statement Status
Comments
0 comments
Please sign in to leave a comment.