Auto-generates AGM Deadlines & Annual Return Filing Dates based on predefined rules when entities are created/imported.

Supports entities in:

Introduces a Status field to track compliance event progress and completion.

Users can edit or delete auto-created compliance events.

Changes are audit logged, capturing timestamps and user details.

Support for recurring events allows users to set compliance events to repeat automatically.

Hong Kong 🇭🇰 :

Singapore 🇸🇬:

British Virgin Islands 🇻🇬:

Cayman Islands 🇰🇾:

Users can configure reminders and alerts for upcoming compliance deadlines.

Notifications can be customised for delivery via email, in-app notifications, or both.

Events can include Date & Time granularity, ensuring precise deadline tracking.

Recurring compliance events are created after the original event date has passed the current time.

Recurring events are created only after the original event date has passed, and only one future event instance is created at a time. (Future instances are not pre-generated in unlimited series, in order to account for going concern of the Legal Entity)

A scheduler job automatically triggers event creation daily at 00:00 UTC, ensuring seamless recurring compliance event generation.

Event timestamps reflect the local timezone of the entity’s jurisdiction.

All updates and modifications are audit logged for compliance transparency.

When an entity is created or imported, Compliance Tracker automatically calculates compliance dates based on jurisdictional rules.

Events such as AGM Deadlines or Annual Return Filing Dates are generated and displayed in the Compliance Tracker.

Each event is clearly labelled, and includes status tracking, jurisdiction-based deadlines, and a timestamp of the last update.

Users can edit dates, add reminders, set notification delivery methods, add links and files, update statuses and descriptions, or delete events as needed.

If an event is not completed by its scheduled date, its status automatically changes to "Overdue".

Users no longer get notifications on completed events.

Users can enable recurring compliance events to automatically generate the next deadline when the current one is completed.

Recurrence options: None, Weekly, Monthly, Yearly (default: Yearly for auto-created events).

Recurring events are created only after the original event date has passed, and only one future event instance is created at a time.

The system executes a scheduled job every day at 00:00 UTC to generate the next recurring event.

All updates are logged with timestamps and user details.

The system logs any automatic status updates by the system.

Email Notifications: Sent to registered email addresses, including event details (Event Type, Entity, Title, Jurisdiction, Date) and a direct link to the Compliance Tracker record.

In-App Notifications: Appear in the GEP notification center, providing real-time alerts for upcoming events.

Users can configure multiple notifications for each compliance event at custom intervals (e.g., 30 days, 10 hours, 10 minutes before the event).

Notification delivery methods can be selected for each notification interval:

Embedded within the Compliance Tracker event creation/edit form.

Dropdown for selecting notification methods.

Input fields for specifying the timing of notifications (e.g., "30" "days", "10" "hours").

An "Add Notification" button to allow configuring multiple alerts for a single event.

Users can delete individual notifications using the "trash" button.

All sent notifications are logged in the Audit Trail, including timestamps, delivery status, and any failure details.

Logged events are filterable by type (e.g., Sent Email Notification, Sent In-App Notification, Failed Notification Delivery).

Notifications respect the entity’s or user’s local timezone.

Ensures notifications are sent at meaningful times (e.g., during business hours).

Enable Notifications Early: Set reminders well before the deadline to allow sufficient time for compliance actions.

Use Multiple Notification Methods: Leverage both Email and In-App Notifications to ensure key stakeholders receive alerts.

Review and Update Compliance Events Regularly: Adjust statuses, edit deadlines, and track progress within the Compliance Tracker.

Monitor Audit Logs: Regularly check the Audit Trail to ensure notifications are sent and compliance deadlines are met.

Accuracy 🎯 : Eliminates manual errors by automating compliance event creation.

Efficiency ⏩ : Reduces administrative workload by auto-generating jurisdiction-compliant deadlines.

Security & Compliance 🔒 : Tracks compliance history with detailed audit logs and timestamped updates.

Transparency 📊 : Provides a clear, real-time view of compliance status across multiple entities.

Expanded jurisdictional coverage for additional regions.

Custom compliance event types beyond AGM and Annual Return Filing.