New Features in WealthWorks+ 4.14
- New Directors Register Address records for Malaysian companies
- Alerts for Compliance items and Tasks
- New Create Documents feature for Minute Proposals, Resolutions and Agendas
- Additional Statutory Forms available for Singapore, Labuan, Malaysia and Hong Kong
- Address Type defaults can now be amended in System Administration
- Contact and Entity Details Audit Report
- New permission to hide copy and export features features
Directors Register Address
For Malaysian companies, a new register address record can be maintained for each director instead of relying on the directors contact addresses. Edit the Register entry for a director and on the addresses tab, select an address with effective and ceased dates.
Alerts
This release introduces a new Alerts feature to WealthWorks+. Users when logged in will now be alerted in the browser to key events and records that need their attention. The user can manage these alerts from a new sidebar which displays current alerts, which also displays details of the underlying record. The alerts can be dismissed easily from within the sidebar.
Closing an alert that displays as a notification won't dismiss the alert. Alerts will remain active for 30 days can be viewed and dismissed from the sidebar. Click on the 'bell' icon on the top right hand corner of WealthWorks+ to access the sidebar, to view and dismiss current alerts. Click on the arrow icon displayed on each alert to access more details about the alert without leaving your current page. Click back to return to the sidebar.
Alerts can be disabled by muting each alert type from the users 'My Profile' page accessed from the top right hand corner of WealthWorks+.
Alerts have been implemented in this release for: -
- Compliance Items
- Tasks
Existing alerts are available for: -
- Key Entity Dates
- Meetings
When creating a task, the user assigned the task will receive an immediate alert When the task reaches its warning date and becomes due for completion, the user will receive a reminder alert. Finally when the task reaches its deadline date and becomes overdue, a final alert will be made to the assigned user.
For compliance items, when an item is next due for verification, users who have opted in to receive alerts for specific contacts and entities will receive an alert to remind them to re-verify an item. If the compliance item is an item that also expires, an alert will be received when the compliance item reaches expiry.
Compliance item and Key Entity date alerts can be switched off at the top of each entities record display using the yellow switch. This will 'opt out' the user from alerts about this specific entity or contact, leaving other users to choose whether to receive alerts about the entity or not.
Create Documents
A new feature will be available within the WW+ 'Documents Store' tab for entities and contacts to generate resolutions, event minutes and minute proposals (for agendas). Templates can be provided to prompt a user to make a selection from records held within WW+ and data is then automatically populated into the generated document. Manually entered values including dates and monetary values to supplement data held within WW+, and saved within the final document. Documents can be generated in a MS Word or PDF format.
Access to the Create Documents feature from the Document Store for contacts can be granted to users via the following permissions for built-in roles provided by WealthWorks+.
If you have created your own roles for users, the Add attribute will be granted permission to the Organiser > Document Store > Documents to give access to the above function automatically.
| Role Name | Permissions Granted to Built-in Role |
|---|---|
| Clerical Support | View, Add and Edit |
| Accountant | View, Add, Edit and Delete |
| Trust Officer | View, Add, Edit and Delete |
| Director | View, Add, Edit and Delete |
| External - Owner | View |
| Supervisor | View, Add, Edit and Delete |
Contact our support team to discuss your template requirements for documents and minute generation.
Address Type Defaults
A default address type for each contact type (company, trust, individual, partnership, foundation and estate) can now be specified across WealthWorks+. From Options > System Administration > 'Other', tab, there is a new 'Default Address Type' section. Select the Default Address Type for each contact type and click Save. The default address types can be used when generating documents and statutory forms, where a single address is required. The contact directory default address and contact card (when hovering over a contact with the mouse) will also display this default address type.
Contact and Entity Details Audit Report
A new report has been added to indicate which contact and entity details records have been added, edited and deleted. In this release, only changes to the main contact and entity record will be reported and this excludes entity memos, multiple email and phone numbers and other supplementary records.
New permission to hide copy and export features features
A new permission is available to hide the copy and export features from the datatables. The right click dialog also is disabled when this permission is revoked. Revoke the View attribute on the permission, System > Interface > Export Features, to remove these features.
Additional Statutory Forms available for Labuan, Malaysia and Hong Kong
Additional statutory company forms can now be generated for the following jurisdictions: -
Singapore
EF45 - Consent to act as Director and Statement of Non-disqualification to act as Director
EF45A - Consent to act as Director and Statement of Non-disqualification to act as Director with Leave of Court or/and Written Consent of Official Assignee
EF45B - Consent to Act as Secretary
BOC_NFC - Notice For Controllers
BOC_NCP - Notice for Change in Particulars
BOC_NIP - Notice for Incorrect Particulars
BOC_NPKC - Notice for Persons who Know Controllers
Malaysia
36 - Notification of Alteration or Amendment to Constitution
41(1) - Notice of conversion from a public company to a private company
41(2) - Notice of conversion from a private company to a public company
47(2) - Notification where registers or records are not kept at the registered address
47(3) - Notification of change in the address where registers or records are kept
49.B With Resolutions - (58) Notification of change in the Register of Directors - New Director
72 - Notice of redemption of preference shares
PD2(17) - Notification of Change in the Business Address and/or Nature of Business
41 - 360(1) Memorandum of satisfaction of reg. charge
42 - 360(1) Memorandum prop./undertaking reg. charge
42B - 360(2) Evidence of sat. charge/release of prop.
43 - 360(2) Statutory declaration verifying memorandum
68(6) - Annual Return (unchanged in particulars)
55 - 68 Annual Return Company Not Having Share Capital
Schedule 8 - 68 Annual Return of Company Having Share Capital
Labuan
12 - Notice of Resolution
13 - Return of Allotment of Shares
17 - Solvency Declaration By Board Of Directors
20 - Transfer of Shares
21 - Statement Of Particulars In Respect Of Charge
23 - Notice Of Situation Or Changes Of Registered Office
24 - Consent to Act as Director
25 - Return On Particulars And Changes Of Directors And Secretaries
27 - Annual Return
28 - Certificate by a Director
30 - Notice of Appointment of Auditor
33 - Statutory Declaration By A Labuan Trust Company As An Agent Of A Foreign Company
35 - Notice Of Change Relating To A Foreign Labuan Company
37 - Notice By A Foreign Labuan Company On Cessation Of Business
38 - Notice By Agent Of A Foreign Labuan Company On Liquidation Or Dissolution
39 - Notice Of Appointment Of A Foreign Liquidator
40 - Annual Return Of A Foreign Labuan Company
44 - Notification Of Distribution Of Surplus Assets
45 - Application To Restore The Name Of The Labuan Company
MEMORANDUM - Memorandum Of Appointment of Agent
AFFIDAVIT - Affidavit Verifying Memorandum Of Appointment
Hong Kong
ND7 - Notice of Change in Particulars of Reserve Director
ND8 - Notice of Resignation of Reserve Director
NDR1 - Application for Deregistration of Private Company or Company Limited by Guarantee
NN1 - Application for Registration as Registered Non-Hong Kong Company
IRBR2 - 2 Notice to Business Registration Office
NN2 - Notification of Termination of Authorization of Authorized Representative of Registered Non-Hong Kong Company
NN3 - Annual Return of Registered Non-Hong Kong Company
NN5 - Return of Change in the Charter, Statutes or Memorandum etc. of Registered Non-Hong Kong Company
NN6 - Return of Change of Company Secretary and Director of Registered Non-Hong Kong Company (Appointment/Cessation)
NN7 - Return of Change in Particulars of Company Secretary and Director of Registered Non-Hong Kong Company
NN8 - Return of Change of Authorized Representative of Registered Non-Hong Kong Company (Appointment/Cessation)
NN9 - Return of Change of Address of Registered Non-Hong Kong Company
NN11 - Notice of Commencement of Liquidation and Appointment/Cessation and Change in Particulars of Liquidator/Provisional Liquidator of Registered Non-Hong Kong Company
NN13 - Notice of Cessation of Place of Business in Hong Kong of Registered Non-Hong Kong Company
NN14 - Notice of Dissolution of Registered Non-Hong Kong Company
NNC1 - Incorporation Form (Company Limited by Shares)
NNC1G - Incorporation Form (Company Not Limited by Shares)
IRBR1 - 1 Notice to Business Registration Office
NNC2 - Notice of Change of Company Name
NR2 - Notice of Location of Registers and Company Records
NSC1 - Return of Allotment
NSC2 - Return of Share Redemption or Buy-back
NSC11 - Notice of Alteration of Share Capital
NSC13 - Notice of Redenomination of Share Capital
NSC15 - Notice of Variation of Rights Attached to Shares
NSC16 - Notice of Variation of Rights of a Class of Members (Company Without a Share Capital)
NSC17 - Solvency Statement
NW1 - Certificate of Solvency
NW2 - Statement of Voluntary Winding Up under Special Procedure in Case of Inability to Continue Business
NW3 - Notice of Appointment of Liquidator or Provisional Liquidator
NW4 - Notice of Change in Particulars of Liquidator or Provisional Liquidator
NW5 - Notice of Cessation to Act as Liquidator or Provisional Liquidator
NW6 - Certificate of Release of Liquidator
NR4 - Notice Relating to Branch Register of Members
Other Changes
3275 The Export to Excel, CSV and print now only includes columns selected on the entity listing.
3535 Duplicate checking and validation on VAT Registration numbers has been added.
5122 When uploading a document to the Doc Store, improved choices when a duplicate is identified.
10706 New address and history for Directors Register Addresses within the Register of Directors for Malaysian companies.
10787 Additional columns added to the 'Director of' data table within Associated Registers.
10947 Contact file name, contact reference and As at Date added to the Compliance Items Print, Excel and Copy.
11900 The Next Meetings dashboard details now include meeting type column.
13371 Document Store now indicates if any new files not in Doc Store and if any files are missing.
13596 Directors register new optional field for Re-election date.
13715 Date of Incorporation added to the column picker for managed and non-manged entity listings.
13740 Share class comments are now highlighted in yellow with popover in the Share Capital tab.
13779 Allotments for Employee Share options on share buyback report are now included.
14077 A new report for Register of CEOs has been added.
14276 Documents can now be uploaded to the Document Store via the page Actions button on an entity or contact record.
14277 The Document Store Add permissions can now be enabled without the View attribute, allowing uploads without access to the Doc Store.
14444 Improved error reporting when VAT submission for MTD fails to submit a return.
14510 Display comments as optional column in the member ledgers.
Fixes
3532 An error when using the VAT bridging has been corrected where duplicate or in part duplicate VAT numbers exist.
10937 Compliance Items Print, Excel and Copy To exports title missing contact/entity name and date.
13287 An error on the Register of Members report has been corrected.
13896 Compliance & Risk dashboard taking time to load has been corrected.
14745 Company Profile Report displaying -9 as number authorised where class is Unlimited.
14897 Member Register Guarantor Member column listed in the datatable where not required.
14900 Portfolio Performance report rounding on percentage values has been corrected.
15763 System error saving Directors addresses has been corrected.