Using Connectworks Workflows (Checklists)
Connectworks workflows (sometimes called checklists) provide guidance to help firms meet their obligations for a variety of tasks they're required to perform (for example appointing a new director or trustee). Our workflows also provide references to locate the necessary precedents available in Connectworks to quickly generate the necessary documentation for the task.
Accessing workflows
Workflows can be accessed in two ways:
1. Via an entity's document repository, using the "I would like to..." then download a precedent and filtering your search by the workflow category.
2. Via your firm's Admin>Precedents tab: first select between Company or Trust documents, then select the Workflow category.
Company Workflows |
Trust Workflows |
|
Accounting Records (s195) Adopt Constitution (s32) Alter Constitution (s32) Appointment of Alternate Director Amalgamation (s222)(Short Form) Annual Shareholder Meeting (s120) Appointment of Director (s153) Authorise a Dividend (s53) Board Meeting (Schedule 3) Bonus Shares (s48) Call on Shares (s100) Change of Registered Office Change Name (s23) Company Records (s189) Consolidate Shares (s48) ConsolidateConstitution (s33) Credit Shares (s47) Death of Director (s159) Director Remuneration (s161) Dividends (Section 107 Companies Act 1993) Elect Look-Through Company Status (HB13) Incorporate Company (s12) Issue of Shares s107(2) Issue of Shares Issue of Shares (Section 42 Companies Act 1993) Issue of Shares (Section 44 Companies Act 1993) Liquidation (by Shareholders) (s241) Major Transaction (s129) Section 129 Companies Act 1993 Objection to Removal from Register (s321) Objection to Restoration of Company (s328) Opt In (s207K) Opt Out (Large Company) (s207J) Opt Out (s207I) Redemption of Shares (s69(1)(a)) Redemption of shares at the option of the Company Redemption of Shares (s74) Redemption of Shares (s75) Repurchase of Shares Repurchase of Shares (non listed company) Removal from Register (s317) Removal of Director (s156) Remove Alternate Director Resignation of Director (s157) Restore to Register (s330) Revoke Constitution (s32) Share Register (s87) Special Shareholder Meeting (s121) Subdivide Shares (Share Split) (s48) Transfer Shares (s84) Transmission Shares (s93) |
Annual review Appointment of appointor Appointment of beneficiary Appointment of trustee Changing name of trust Death of a trustee Distribution to beneficiary Removal of beneficiary Resettlement of trust Retirement and appointment of trustee Retirement of trustee Settlement of trust Trust deed review Variation of trust deed Winding up of trust |