Key Features

• Statutory and Compliance
  

  All entity types / all jurisdictions Entity type screen configuration Registered office and statutory addresses Annual return details and dates AGM details and dates

  Objects / purpose details Mem & arts / by law details Change of name details Foreign registration details Business registration details Officers – min required, max allowed, quorum number

  

  • ViewPoint’s unique entity model concept caters for the management and administration of any entity formed, established or incorporated in any jurisdiction in the world.
  • The screens available can be easily configured to only those relevant to a selected entity record.
  • The statutory registered addresses, annual return filing and due dates, AGM and notice dates, quorum details, registers etc. Includes an optional automatic reminder for users of statutory actions due and also produces the relevant documentation.
  • ViewPoint Administrator’s statutory forms continually growing multi-lingual library contains commonly used forms for over 20 jurisdictions presented in a user friendly MS Word format.
• Share Registration and Ownership Analysis
  

  Multiple share classes Multi currency No par / nil nominal value shares Nominal / premium allotment Fractional shares (10 decimal points) Capital reclassification Calls, nil paid, partially paid shares

  Forfeiture and redemptions Beneficial ownership assignment Proxy holder appointment Automated minutes, share certificates, statutory forms, stock transfer forms, etc. On screen entity or structure analysis Analysis export – MS Word, Excel, Visio, etc.

  

  • Ownership is a crucial aspect of entity management and administration. ViewPoint Administrator allows an unlimited number of share capital classes of any currency or no par value. By segregating capital and member transactions with transaction dates and effective dates the Shares functionality in ViewPoint works the way you do by mirroring the statutory processes of share management. More complex or less frequent share transactions are also completely covered including capital changes, redemptions, calls, rights issues, bonus issues, etc.
  • In addition to recording the Share capital and member details ViewPoint Administrator also produces the associated documentation relating to the shares including share certificates, statutory forms, stock transfer forms, minutes / resolutions, even the Declaration of Trust.
  • An onscreen analysis feature displays an expandable / collapsible organisation chart of either a selected entity or structure - complete with direct holdings and diluted holding percentages which can be easily exported to organisation chart software such as MS Visio.
• Statutory Officer and General Relationships
  

  Statutory / legal officer details Statutory process for appointment / resignation / rotation Alternate officer details with link to primary officer Unlimited number of officer types

  General relationships Unlimited number of relationship types Officer / relationship type specific auto-generated documentation

  

  • It is vital to bona fide management that both past and current officers and the details of their tenure are accurate. ViewPoint Administrator follows the statutory process from pre-incorporation acceptance to resignation in the methodology of recording this information. The information recorded for both past and present officers includes officer type, appointment date, resignation date, title, key powers, rotation dates, etc.
  • ViewPoint produces all the documentation relating to the appointment and resignation of officers from the entity including statutory returns / filings, acceptance letters, letters of resignation, minutes and resolutions.
  • In addition to statutory officers other third parties connected to the entity e.g. Investment Advisor, Property Agent, Custodian, Accountant, Lawyer, Insurance Agent etc. can also be recorded with the same details of the appointment as for statutory officers.
• Trust and Beneficiary Management
  

  Beneficiary register Unlimited number of beneficiary classes and levels Unlimited trust types Multiple criteria selection on trust purpose Beneficiary appointment and cessation date

  Individual beneficiary benefit conditions Distributions register Optional restriction of distributions to named beneficiaries Beneficiary bank details

  

  • ViewPoint Administrator retains both the identity of the beneficiaries of a trust and details relating to the respective class, level and conditions associated to each individual beneficiary such as capital or income beneficiary, distribution restrictions etc.
  • The Distributions Register records distributions made to the beneficiaries including distribution date, original resolution date, currency, amount, purpose, type of distribution. The Trust Distributions Register gives the option to restrict distributions to only named beneficiaries.
  • Both the trust beneficiaries and trust distributions screens are fully event linked to prompt users with forms, checklists and other documents relevant to new or edited information.
• Assets, Liabilities, Securities and Investments Registers
  

  Segregated register for assets, liabilities, securities and investments Unlimited number of sub-categories Multi currency Register record specific transaction history Revaluation feature Per record transaction statement

  

  • Registers capture all the core data and sub categorise each Register by asset, security or liability type. Each Register has a transaction history for recording movements such as acquisitions, disposals, revaluations, etc., and provides a comprehensive summary of the current status of each asset, security holding or liability.
  • The Registers can be linked to the To-Do List to prompt users to undertake certain actions e.g. renew insurance, check for dividend due, check for rent due on managed property.
  • Asset sub-categories could be property, chattels, art work, intellectual property, etc.
  • Capture key data relating to each record e.g. cost, value, source, renewal dates, etc.
  • Centralised Securities Master for optional auto Revaluation of Securities at market value.
• Bank Account Maintenance
  

  Account name Account number and IBAN number Account currency Resolution and account opening dates Signing arrangements Per account named signatories

  Individual signatory group Signing restrictions Copy feature to copy signatories Multi currency transaction register Base currency valuation on transaction register Voucher and summary statement feature

  

  • The bank accounts of managed entities can be recorded to ensure that payment instructions prepared in respect of a managed entity always contain the correct account information. The details held include account number, SWIFT code, Sort Code / IBAN Number, Bank Branch / Relationship Manager, account opening date, type and name of account, currency, signing arrangements
  • The signatories of each bank account are held together with the individual's signatory group. There is also a Copy feature to copy the signatory structure from one bank account to another bank account to avoid duplicating of data entry.
• Global Change
  

  Per user or team view of many features Statutory officer changes Non-statutory relation changes Change of registered / legal address Change of business address Change of general address Bank account signatory

  Parameterised by relationship type, entity type and status Change all or change selected records Optional prompt for statutory and other related auto-generated documents Automatic statutory register update Selective global change Automated entity creation

  

  • It is common in the entity management sector that a single person or address may be linked to many other records e.g. an individual may act as a director on hundreds of entities, a single address may be the registered office address for thousands of entities.
    A change in the Director's personal details, the replacement of a Director, or a change in Registered Office address can create a significant amount of administrative work in undertaking the change, preparation of minutes, statutory forms, supplemental documents such as registers, letter of acceptance / resignation. The ViewPoint Administrator Global Change feature is fully parameterised to globally update the database of the respective changes, produces all the necessary documentation, updates the 'To-Do List' to remind users to ensure that the appropriate documents are completed and filed - potentially days of work completed in minutes.
  • In addition to the Global Change feature, if the Compliance information or Statutory related details for a specific record are changed, the user will be prompted if the record is used elsewhere in ViewPoint and be given the option to apply the change to all related records.
• Automated Documentation
  

  Commonly used multi-lingual statutory forms for 20 Jurisdictions General template libraries for non jurisdiction specific templates Multiple Correspondence templates Over 500 standard templates Templates event linked to database updates Easy to customise templates with wizard

  Automatic user prompting Intuitive template selection per jurisdiction Minute wizard Automatically populates templates on generation Single or Batch form generation

  

  • The commonly used statutory forms of 20 jurisdictions are included and updated whenever the format is changed by the local authorities.
  • In addition to the jurisdiction specific forms are large number of general templates e.g. minutes, resolution, share certificates, letters of resignation etc. are also included.
  • Correspondence templates (e.g. letter and fax) templates are also available in a skeletal format, which can be easily customised with body text added. These templates can be automatically populated with system information such as letterhead details – Name, address, telephone number, directors names / nationalities etc.
  • Using event link technology the templates are automatically prompted when specific events are undertaken e.g. Directors resignation could prompt with a statutory form, a letter of resignation, a directors minute and or directors resolution. The forms prompted could be jurisdiction specific, general or a combination of both.
  • To ensure that statutory . legal documentation is not missed the users are automatically prompted with the linked template on updating the system.
  • Prompted documents can be declined, printed immediately or stored for batch printing.
  • When generating a directors minute the user is prompted with a wizard to confirm which of the appointed directors were / will be present, who acted as / is to act as chairperson and who acted / is to act as secretary of the meeting.