The following video tutorial will guide users on how to produce Statutory Forms from within WealthWorks+.
For a full list of the jurisdictions and Statutory Forms available within WealthWorks+, please refer to the following article.
Tutorial Transcript
To produce a statutory form, click on Entities on the left-hand menu and select Statutory Forms. Then start typing the name of the Entity the form is for in the Entity field. The system will automatically search for matching entities as you type, and you can select the relevant entity from the suggested list. You can refine the available forms by selecting a Jurisdiction. Currently the system has forms for Jersey, Mauritius, Gibraltar and Hong Kong. Then select the relevant form from the drop-down list.
(00:41) You can also access the statutory forms directly from an Entity Details page. When on an Entity Details page, click on the Actions button on the top bar menu, highlight Forms and then select the form you wish to generate. If you use this shortcut, the Entity, Jurisdiction and Form fields will be automatically completed for you and you will not be able to change the Entity, but you are still able to select a different form.
(01:03) There is also an option here to see the history of forms generated for an Entity by clicking on the history button. Either for all the forms by clicking on the button next to the Entity name, or for a specific form by clicking on the button next to the Form field after a form has been selected.
(01:21) Before generating a form, you need to set the Form Parameters, which appear after a form is selected. For example, for share certificates you need to select which certificate to produce and for an Annual Return you need to select the signatory details. After you have set the form parameters you can choose to create a Draft or Final version.
(01:40) If you generate a Draft the complete form will download but will not save to the system allowing you to check and confirm the details before producing the final version, and to help prevent multiple inaccurate copies o the form being stored alongside the submitted version.
(02:00) If you generate a Final version, you will need to confirm that you wish to produce the final version of the form. This will then download a completed copy of the form and save it to the document store of the entity. Producing a final version of the form does not prevent further versions of the form being generated, so if there are errors that were missed on the draft version, these can still be corrected and a further version generated. Just note that there will then be two versions of the form saved to the entity's document store.
(02:34) There is also an option to produce a Blank form if required.
(02:38) If you need to produce a form for a different entity, click on the Clear button to reset all the details on the page, otherwise some of the fields may pull through incorrect data.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.6.