Question
How can I change the Chairperson of an Annual Statement?
Answer
Navigate to Menu > Corporate Messenger > Annual Statements
Search for and click into the applicable Annual Statement.
Click the "Refresh" tab:
Ensure "Minutes" are selected as the "Document Type". The Directors will then be listed and you can select who the Chairperson / Signatory should be > click "Save" to apply the changes.
The selected signatory will now be displayed in the documents.
Note: Below is the logic of how the system identifies the Chairperson
- If there is a Signing Contact stored in the company profile.
- If there's no Signing Contact, however there's a Billing Contact, the Billing Contact will be appointed as the chairperson. Given that Billing Contact is a Director of the Company.
- If there's no Billing Contact or if the Billing Contact is not a Director, the first Director in the Company Statement will be selected as the signatory of the Solvency Minutes.