Annual Compliance Standard Assignments Library

entityNameASG

{entityNameASG=(entities | grab:1:'entityName')}

entityJurisRegionASG

{entityJurisRegionASG=(entities | grab:1:'jurisdictionRegion’)}

corpActCanASG

{#(entities | grab:1:’jurisdictionRegion’)=='Canada (Federal)'}

{corpActCanASG='Canada Business Corporations Act'}

{corpActProvCanASG=’’}

{/}

{#(entities | grab:1:’jurisdictionRegion’)=='Nova Scotia'}

{corpActCanASG='Companies Act’}

{corpActProvCanASG=’ (‘+(entities | grab:1:’jurisdictionRegion’)+’)'}

{/}

{#((entities | grab:1:’jurisdictionRegion’)=='Manitoba') || ((entities | grab:1:’jurisdictionRegion’)=='Newfoundland and Labrador')}

{corpActCanASG='Corporations Act'}

{corpActProvCanASG=’ (‘+(entities | grab:1:’jurisdictionRegion’)+’)'}

{/}

{#((entities | grab:1:’jurisdictionRegion’)!='Manitoba')&&((entities | grab:1:’jurisdictionRegion’)!='Newfoundland and Labrador')&&((entities | grab:1:’jurisdictionRegion’)!='Nova Scotia')&&((entities | grab:1:’jurisdictionRegion’)!='Canada (Federal)’)}

{corpActCanASG='Business Corporations Act'}

{corpActProvCanASG=’ (‘+(entities | grab:1:’jurisdictionRegion’)+’)'}

{/}

In this assignment coding, it's imperative to use both corpActCanASG and corpActProvCanASG in tandem within the document coding, as demonstrated below. It's worth noting that {corpActCanASG} is formatted in italics, while {corpActProvCanASG} is directly appended without a space. This distinction arises from two key considerations:

1. In the code syntax for defining the assignment {corpActProvCanASG}, an additional space has already been accounted for.

2. As in the 1st logical statement, when jurisdictionRegion is specified as Canada (Federal), an empty string is transmitted. For that reason this format is to prevent an extra space from being printed in the document

{corpActCanASG}{corpActProvCanASG}

Example 1: Canada Business Corporations Act

Example 2: Companies Act (Nova Scotia)

corpActProvCanASG

companyCorpASG

{#(entities | grab:1:’jurisdictionRegion’)=='Nova Scotia'}

{companyCorpASG='Company'}

{/}{#(entities | grab:1:’jurisdictionRegion’)!='Nova Scotia'}

{companyCorpASG='Corporation'}

{/}

waivedAuditorASG

{waivedAuditorASG=(entities | grab:1:’waivedAuditor’)}

A simple boolean assignment

waivedAGMASG

{waivedAGMASG=(entities | grab:1:’waivedAGM’)}

A simple boolean assignment

shareholderAgrmtUnamsASG

{shareholderAgrmtUnamsASG=(entities | grab:1:’shareholderAgreementUnanimous’)}

waivedFinancialsASG

{waivedFinancialsASG=(entities | grab:1:’waivedFinancials’)}

A simple boolean assignment

fiscalYearEndASG

{fiscalYearEndASG=(entities | grab:1:’fiscalYearEnd’)}

nextAGMMASG

{nextAGMASG=(entities | grab:1:’nextAGM’)}

activeDirectorsASG

{activeDirectorsASG=((RES_affiliations) || (affiliations | status:'!inactive') | filter:’role’:’Officer’ | uniqBy:’participant_profileID’ | except:(tasks | grab:1:’outgoingAffiliations’):'affiliationID')}

This is a collection assignment where the name is in plural form, as opposed to single assignments, which have names in singular form.

activeOfficersASG

{activeOfficersASG=((RES_affiliations) || (affiliations | status:’!inactive’) | filter:'role':'Officer' | except:(tasks | grab:1:’outgoingAffiliations’):'affiliationID' | uniqBy:'participant_profileID')}

This is a collection assignment where the name is in plural form, as opposed to single assignments, which have names in singular form.

activeOfficersGroupASG

{activeOfficersGroupASG=((RES_affiliations) || (affiliations | status:'!inactive') | filter:’role’:’Officer’ | except:(tasks | grab:1:’outgoingAffiliations’):'affiliationID' | orderBy_B:’rank’ | groupBy:’participant_profileID’)}

 Here‘s another recommended practice in Athennian assignment coding. As you can see, we've now created a group for all active officers. This is particularly useful because a single individual may hold multiple offices. While we don't want to repeat each person's name as many times as they are appointed to different offices, we do want to display the office titles in a concise manner. For more details, please refer to the document.
 At the end of the code, you may have observed that we utilized the 'orderBy_B:’rank' syntax to arrange the officers according to their office ranks. It's important to keep in mind that this ordering code functions effectively when the officers are arranged using the drag-and-drop functionality in the Principals window on the front-end.

votingShareholderPluralASG

{#(RES_shareholdings || shareholdings) | filter:’totalShares’:'!0' | filter:’totalVotes’:’!0’ | uniqBy:’participantID’ | count | gt:1}

{votingShareholderPluralASG='s'}

{/}

If number of voting shareholders is greater than one, the ASG code add 'S' as pluralization

allShareholdersASG

{allShareholdersASG=((RES_shareholdings || shareholdings) | filter:'totalShares':'!0' | uniqBy:’participantID’)}

Collection assignment

votingShareholdersASG

{votingShareholdersASG=((RES_shareholdings || shareholdings) | filter:'shares':'!0' | filter:’votes’:’!0’ | uniqBy:'participantID')}

Collection assignment

activeAuditorsASG

{activeAuditorsASG=((RES_affiliations) || (affiliations | status:'!inactive') | filter:’role’:'Other Professional' | filter:’type’:’Auditor’)}

Collection assignment

activeAccountantsASG

{activeAccountantsASG=((RES_affiliations) || (affiliations | status:'!inactive') | filter:’role’:'Other Professional' | filter:’type’:’Accountant’)}

Collection assignment

regOfficeAddressASG

{regOfficeAddressASG=(RES_affiliations) || (affiliations | status:'confirmed') | filter:’title’:’Registered Office’ | grab:1:’addresses’ | filter:’addressStatus’:’!inactive’:'!outgoing' | grab:1:’address’}

resignedDirectorsASG

{resignedDirectorsASG=(tasks | grab:1:’outgoingAffiliations’ | filter:’role’:’Director’ | filter:’endReason’:’Resigned’)}

 In Annual Compliance task workflow, incoming and outgoing principals are selected automatically when you enter Annual Report date.

resignedOfficersASG

{resignedOfficersASG=(tasks | grab:1:’outgoingAffiliations’ | filter:’role’:’Officer’ | filter:’endReason’:’Resigned’}

Please ensure that you set the Inactive Reason on the front-end for principals who have resigned. This is crucial because the assignment code relies on a specific filter for the inactive reason of principals who have been selected as outgoing principals in tasks.

resignedOfficersGroupASG

{resignedOfficersGroupASG=(resignedOfficersASG | groupBy:'participant_profileID')}

removedOfficersASG

{removedOfficersASG=(tasks | grab:1:’outgoingAffiliations’ | filter:’role’:'Officer’ | filter:’endReason’:’Removed’)}

removedOfficersGroupASG

{removedOfficersGroupASG=(removedOfficersASG | groupBy:'participant_profileID')}