7 Key Steps to Transferring Your Company Secretary to Sleek
6 minute read
It is important for every business to have a trustworthy and reliable company secretary and accounting services. Not happy with your current service provider and looking to switch?
Here are 7 checklist items we recommend you to do for a seamless transition to Sleek. Follow these steps to avoid missing any critical steps in the process!
First things first…
1. Create a company’s profile
Thank you for choosing Sleek as your new secretarial service provider! We recommend you to either speak to a member of our team to cover any questions, or simply start by creating a profile! Fill in all key information about yourself and your company for us to get to know each other.
2. Accept the invitation on Sleek’s Platform
After your documents have been accepted, the platform will send out automatic invitations to all of your listed Individual directors/shareholders/administrator/representatives to ask them to register on Sleek’s Platform and fill in their information.
3. Check your Business Registration Certificate
Check if Business Registration Certificate (“BRC”) is up to date. (Annual renewal is required) If the BRC renewal deadline is approaching during the transfer in process. Please let us know in order to avoid any miscommunication that might result in late renewal and penalty.
4. Check if the latest Annual Return
Same for the Annual Return, another key document you need be mindful of before transitioning. Check if the latest Annual Return is filed and if the there is any filing deadline is approaching during the transfer in process. Please let us know in order to avoid any miscommunication that might result in late renewal and penalty.
5. KYC check by Sleek
“Know Your Customer” is the process of obtaining customer identity information and history for company compliance purposes. The process will usually take around 1 – 3 working days, and we will be in touch for any additional questions.
6. Notify your current service provider
Notify your company secretary the switch by email and ask them to confirm acknowledgment of your decision by email. When they reply, save the acknowledgment email in a PDF. Here’s a template of the email you can send:
Subject: Termination of company secretary services
Dear [Company secretary],
We hereby notify you of our intention to terminate the agreement we have with you for the corporate secretary and registered office address services provided by your firm. This agreement should end on [DD/MM]. *Please note Sleek will only cover secretary service after the onboarding process has been completed.
We would like to thank you for your service.
Please reply to this email to acknowledge our decision. Our new company secretary copied in this email will coordinate with you to handover the statutory record of the company.
7. Sign changeover documents
Once the process has been completed, there will be official signage to validate the transition and officially announce Sleek as your new service provider.