Open the Interest Register from the People menu in the left-hand navigation.
Compliance Considerations
Closed interests are retained in BoardPro to support record-keeping and compliance requirements.
To maintain accurate records:
Delete interests only when correcting an error or removing a duplicate entry.
Update closed interests if additional information becomes available or circumstances change.
Find the interest you want to update, then click the three dots next to it.
The interest opens in a separate window where you can edit its details, including:
the Organisation
Nature of Interest
Notification Date
End Date.
Undoing or Modifying Changes
If you need to update or correct an interest:
Locate the interest in the Interest Register.
If the interest has been closed, select the Past Interests tab.
Find the interest, then click the three dots next to it to edit the details.
Make the required changes and save your updates.
Closed interests can be reopened and updated if required.
Note:
Closing an interest moves it to Past Interests, where it remains available as part of your organisation's records. Closed interests can be reopened or updated if required.
Retaining closed interests may help meet record-keeping requirements, including obligations under the Companies Act.
Deleted interests cannot be recovered. Only delete an interest when correcting an error or removing a duplicate entry.
Related Articles:
Add an Interest
Interests Register