Reports
Any new reports added in this and future releases will not be dependent on a specific permission by default. If you wish users to have restricted access to reports, we recommend reviewing the report 'dependent on' permissions via the System Administration > Reports page.
New Features
- Nominee Directors now use the Nominee Register.
Other changes and fixes can be found at the end of this article.
Nominee Director changes in this release
Adding a new nominee director has changed to follow the same process as adding a new Nominee Shareholder. First add the new Nominee Director to the register of Nominees, selecting who Nominated them. Then access the Directors Register and add a new Nominee Director. You can now select from the Nominators entered in the Nominee Register. Save the record.
The Nominee Register now displays columns to show where the Nominee is acting as a Director and/or Shareholder/member; and also if they are current or ceased.
A new Register of Nominee Directors report has also been provided. This report includes current nominee directors based on the appointment date and cessation dates in the directors register. If the nominee cessation date is entered without entering a director cessation date, the report will still include this as a current nominee director; remember to cease the directorship first. This allows the nominee to continue to act as a nominee shareholder if required.
Other Changes
14082 Entity Reports now include a search option for Entity name
23796 The Contact Directory includes an optional column to denote if there are active relationships or not.
24112 The Register of Sealings and Executions now has optional expiry date and renewal date fields.
26172 The Register of Directors report can now be output directly to Excel.
32203 The Nature of Business field for a company now supports multiple selections.
35579 The Organisational chart will now display Country of Incorporation for members where it’s a company.
35880 When adding a new Power of Attorney register entry, the Jurisdiction field can be selected by searching.
36075 The AEOI FATCA details now includes a new field to store an optional Sponsoring Agreement date.
36274 The entity Control levels fields have been added to the profile reports.
36282 The audit report now includes details of additions, edits and deletion of addresses.
36315 Multiple Nature of Businesses are now displayed in the profile report.
36439 The Nature of Business field for a company now supports multiple selections when onboarding a new company.
36462 The Nominee register field for the 'Nominor', has been changed to now read Nominator.
36463 Nominee Directors must now be added to the register of Nominees, before selecting them within the Directors register.
36465 A new Nominee Shareholder report is now available.
36466 A new Nominee Director report is now available.
36480 Option to disable "Create Docs" feature
36569 The Audit report can now be generated for a single contact.
36771 The analysis of Shares Held by a contact will now display a 'split analysis' where more than one share class is held.
36772 Report changes for NRIC/ID logic on Register of Members
36773 The Nominee register now displays where the nominee is Director or Shareholder/Member.
36969 Enhancement to display all licenses applied to a system
37228 CEO Report address type fix
37338 Standing charge override details displayed on Entity tariff tab
Fixes
34706 Onboard Contact menu option should not be available if no CSG access
34708 Managed entity list menu options missing Profile Report for Foundations
34715 Deleting Merge certificate does not reinstate the original Allotment Transactions included in merge
34717 Share Holding incorrect after Merge Certificates
34720 Category 4 Name column missing from Investment Library and Investment Holdings
36130 Some reports using Filename instead of Full Name
36346 Profile Report. Trust custom data not matching entity records
36482 Ceased Partner showing on Contacts Relationships tab.
36538 Merge certificate holdings incorrect..
36540 Issue with permissions related to Safe Custody datatable.
36770 Register of Transfers report doesn't includes the nominator name for nominee shareholder.
36778 Posting a transfer notifies that it's an Allotment.
36779 Posting a Forfeiture or Redemption doesn't notify on completion.
36968 License end date ends at start of day, not end of day.