Course Overview
This course is crafted specifically to equip industry professionals for the daily in-depth practice of corporate secretarial work, ranging from meeting procedures to crafting articles, special resolutions to share transfer protocol and filing XBRL.
Your facilitated learning is aimed at building your competency through role play, case study and group sharing.
UP TO DATE COURSE MATERIALS
CERTIFICATE OF PARTICIPATION ISSUED
- 36 CPE Hours -.
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Your Professional Trainer
Ms Valerie Lim, Founder of Gateway 21 Pte Ltd, has over 20 years of experience in the corporate compliance sector.
She did a 6.5 years stint with Arthur Andersen, where she set up the Corporate Secretarial Department in 1986 and grew the business successfully. Following which, she started up a local firm with an ex-colleague which has grown into a mid-sized firm in a short period of 2 years from 1992-1993. She also had 2 years of employment from 1995-1996 in Asiaciti Management Pte Ltd, which provides wealth management advisory services.
In addition, she was a pioneer in Abogado Pte Ltd, the secretarial division of the international law firm, Baker & McKenzie from 1996-2000, whose clients are Fortune 500s and MNCs, bringing in millions of dollars for the secretarial practice.
Graduating in 1984, Valerie is a Fellow member of the Singapore Association of Institute of Chartered Secretaries & Administrators (SAICSA). Besides being the facilitator at SAICSA for more than 14 years, for the Fundamentals of Corporate Secretarial Practice course, covering topics such as Business Entities, Transfer and Transmission of shares, Directors’ duties, Meetings, XBRL/FS preparation, she also assisted with members’ forums and SAICSA’s public enquiries.
In addition, she had assisted ALEXIS in conducting corporate compliance courses for non-legal professionals in law firms, and was also a regular speaker at ACRA events since 2009.
She is also an ACTA / WSQ Certified Trainer endorsed by the Skills Development Fund and conducts regular SCCC MeetUp talks.
Click Here to join in our SCCC MeetUp group.  |
COURSE CONTENTS
1. Shares – Changing Ownership
• Transfer of shares explained
• Preparing the Instrument of Transfer
• Can minors hold shares?
• Declaration of Trust
• Transfer provisions, pre-emptive or otherwise?
• Discretion of directors: when & when not to decline?
• How to do a share swap?
• What resolutions are required?
• What happens with shares vested in Official Assignee?
• How to update ACRA of such changes?
• When to adjudicate?
• Calculating Stamp Duty & IRAS e-Stamping
• Working through a transfer checklist
• Updating Registers of Transfers & Members
• Issuing Share Certificate as prima-facie evidence
• Post-Transfer documentation
• Corporate Representative Cert
• Sec 156, 164 & 165 Disclosures
2. Crafting Articles of Association
Group Discussion
Assess, discuss, interpret and extract the salient clauses/articles for amendments
Look out for conflicting articles which affect the different shareholders, their rights & their directorship nomination
Role Play
Do step-by-step, streamline and align/cross-reference the varying provisions (taking into account the S&P Agreement, reasonableness & compliance with statutory provisions)
3. Meetings & Minuting Procedures
• The law, types & general rules of meetings
• Secrets to good boardroom practices
• Statutory provisions of convening meetings
• AGM Checklist & steps to convent an AGM
• Conducting an EGM on requisition and
. proper shareholder communication
4. Special & Ordinary Resolutions
Effecting or making changes to:
• Sec 161 authority & share capital
• Bonus & redeemable preference shares
• Changes to articles of association
• Object clauses in Memorandum
• Disposal of Assets
• Removal of director or auditor
• Changing of capital currency
5A. Due Diligence
• Legal and financial due diligence
• In depth analysis of checklist items
• Working through statutory registers and minutes
• Obtaining and reviewing bylaws/M&A
• Checking through S&P agreements
5B. Offshore Companies
• Comparison of offshore companies
• Selecting the right entity
•Obtaining Cert of Good Standing
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More Testimonials
Good learning experience on practical aspects of Company Secretarial work and Board Affairs. Valerie has a clear and good grasp of all subject matters.
(Company Secretarial Essentials, 19th – 30th July 2010 – 2 weeks)
Sonam Lhundrup
Company Secretary and General Counsel
Druk Holdings & Investments, Bhutan
Good teaching, useful course.
(Fundamentals of Company Secretarial Practice, August 2010)
Lee Shu Yen
Capitaland China Holdings PL
A very good instructor. Strong practical knowledge of the training materials and xbrl processes (FS Manager, 27 August 2010)
Wan L M, Elaine
Goodwin Law Corporation
Second time I am learning from Valerie … she is well versed, effective and knowledgeable.
(Fundamentals of CSP, Sep 2010)
Grace Ho
Singapore Health Services PL
Coverage of course was adequate, instructor showed good knowledge, practical understanding and able to maintain and stimulate class interests.
(Fundamentals of CSP, Sep 2010)
Mathew Tan
British-American Tobacco (S) PL
Valerie is a lively instructor, relates to real life circumstances. I learnt the importance of proper filing, abiding timelines and the duties and responsibilities of directors, secretaries
(Company Secretarial Practice, Oct/Nov 2010)
Elise Tan
Bintan Resort Ferries Pte Ltd
Explanations are good, clear and easy to understand.
Learnt a lot. (Company Secretarial Practice, Oct/Nov 2010)
Shirley Ng
NEL Group Ltd |
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Upcoming Workshops
Course Run #1
14, 21, 28 May
4, 11, 18 June 2011
Saturdays, 10.00am – 5.30pm
Course Run #2
15, 22, 29 July 2011
5, 12, 19 August 2011
Fridays, 10.00am – 5.30pm
Course Run #3
10, 17, 24 Sep 2011
1, 8, 15 October 2011
Saturdays, 10.00am – 5.30pm
Venue
1 Kaki Bukit Rd 1, #02-44
Enterprise One, SG 415934
- 6 sessions in total -
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Bonus Topics
6. FS / XBRL Reporting
• Introduction to XBRL
• Compliance with the
. Companies Act
• ACRA Practice Directions
• Roles of Preparers,,
. Auditors & Secretaries
• Overview of FS Manager
• Using FS Manager to
. prepare statements
. in XBRL format
• Preparation of Reports &
. Financial Statements
• FS Manager User Guide
• Open Analytics
• Sample of Financial
. Statements
7. Bizfiling made easy
• Register & use your
. Singpass online
• Search & apply for
. licenses & permits
• Apply, register, renew or
. change business details
• Incorporate a business,
. LLP or Company
• Update latest details of
. directors, shareholders etc.
• Apply for CR Number
. (for customs purposes)
• Change company name,
. share capital, transfers etc.
• Update company’s SSIC
. code & activities
• Request/purchase
. reports & printouts
• File Annual Returns &
. Accounts (AGM)
.
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U.P. | Early Bird
S$1500 S$1200
per person per person
Credit can be issued to
ex-participants that have
attended the same topics
in separate workshops
TEAM DISCOUNTS:
Additional 5% off for group bookings of 2 or more people in 1 application
REPEAT ATTENDEES:
Repeat Participants from any G21 courses enjoy the Early Bird discount
REFERRAL PROGRAM:
$100 Referral Fee for any friends whom you refer and sign up for our workshop
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400% tax deduction
The Productivity & Innovation Credit (PIC) scheme from IRAS encourages businesses to invest in equipment & training from YA 2011. Qualifying entities will be given a 400% tax deduction for that year.
This external training course is claimable and for employees only. Our tax advisory arm would be more than happy to assist you in making the above claim.
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PAYMENT DETAILS
[ ] By Cheque/Bank draft: Made
payable to Gateway 21 Pte Ltd
[ ] By direct transfer: Please quote
invoice no(s) on remittance advice
Acct Name: Gateway 21 Pte Ltd
Bank: United Overseas Bank Ltd
Bank Code: 7375-001
Acc No. 922-343-363-0
Swift Code: UOVBSGSG
Add: 1 Kaki Bukit Rd 1, #02-47
Enterprise One, (S) 415934
[ ] By Credit Card (via Paypal):
(a) Please visit www.paypal.com
(b) Login to your Paypal acct
(c) Click the ‘Send Money’ tab
i. enter the amount
(SGD currency)
ii. enter recipient’s em add
valerie@gateway21.com
iii. enter ‘Subject’ as
“Payment: CC workshop”
iv. enter personal msg if req..
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