Known issue: duplicate AGM reminder emails
Some firms have reported that recipients receive the same automated AGM reminder more than once at the same scheduled time. Our team is working on a fix.
A related issue has been resolved. Once the Annual Return is processed and the Financial Year End date is updated, any queued AGM reminders for that year are cleared and will not be sent.
If your clients are receiving duplicate reminders, please contact BGL Support.
Overview
Global Automated AGM Reminders give you a set-and-forget way to remind your clients about upcoming Annual General Meeting (AGM) deadlines.
Once set up, CAS 360 sends the reminders automatically for every company attached to the labels you choose. You can:
- Set up multiple reminders: add up to 6 reminders, each a set number of days before the AGM due date.
- Control when reminders are sent: choose the time each reminder goes out.
- Choose the template: select which email template is used for each reminder.
- Control who receives them: send to company directors, the signing contact, or both.
- Choose which companies: apply the reminders to companies by label.
Before you start
AGM reminders are based on each company's AGM due date. Check the following in the General Details screen for each company:
| Field | Why it matters |
|---|---|
| Financial Year End Date | Used with the company type to work out when the AGM is due. |
| Company Type | Public or Private Company. This affects the AGM due date. |
| Next AGM Date | Click the calculator icon to work out the next AGM date automatically. |
| Signing Contact | Required if you send reminders to the signing contact. |
Reminders are only sent to contacts with an email address recorded in CAS 360.
Navigation
- From the Main Toolbar, go to Settings.
- Select Automated Reminders.
- In the left column, select AGM Reminder.
Set up AGM reminders
Step 1: Turn on reminders for Singapore
Select the toggle on the right-hand side of the Singapore jurisdiction. The reminder settings will appear.
Step 2: Add your reminders
- Select ADD + Reminder.
- Choose how many days before the AGM due date to send the reminder, the send time, and the email template.
- Click Save.
- Repeat to add up to 6 reminders.
Each reminder must have a different day and time. If you try to save a reminder with the same day and time as an existing one, CAS 360 will show an error and the reminder will not be saved.
Step 3: Choose the sender and recipients
| Field | Explanation |
|---|---|
| Sender | Who the reminder emails come from. |
| Send To |
Who receives the reminders:
|
Step 4: Choose the labels
Under Select Labels, choose the labels these reminders apply to. Companies attached to the selected labels will receive the reminders automatically.
You must select at least one label. If no labels are selected, the settings will not save and no reminders will be sent.
The Global Automated AGM Reminder settings are now complete.
When reminders stop
Queued AGM reminders for a company are cleared once its Annual Return has been processed and the Financial Year End date is updated to the next year. Reminders for the following year are then based on the new dates.