Worksheet

Client compliance calendar template

The template is a grid with one row per recurring event and columns for event, rule for due date, document list, owner, reviewer, early reminder, close reminder and status. Entity details sit at the top.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Company Secretary Compliance Calendar Setup for Multiple Clients”, www.gullysystem.com/blog/company-secretary-compliance-calendar-setup-for-multiple-clients