Get Annual Return (ar 15a) Prescribed By Rfs For Societies Carrying On A Business Of An Investment

The Annual Return (AR 15a) is a crucial document for societies operating as investment trusts. This guide provides detailed steps on how to complete the form online, ensuring compliance with the regulatory requirements.

Follow the steps to complete your Annual Return (AR 15a) accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the ‘Name of Society’ and ‘Registered Number’ fields. Make sure to complete these in block capitals and in blue or black ink, as specified.
3. Provide the ‘Registered Office’ address, including telephone number, fax number, and email address. This information is essential for the Registry's contact options.
4. Detail the ‘Nature of Society's Business’ clearly to describe the main activities of your society related to investment.
5. List the members of the committee of management along with their respective roles and addresses. If more entries are necessary, include them on a separate page as noted.
6. For ‘Officers in charge of money,’ indicate their names, positions, addresses, and maximum cash held. This ensures transparency in financial management.
7. Complete the ‘Return as to Members’ section by providing the number of members at the beginning of the year, those admitted during the year, those whose membership ceased, and the total at the year-end.
8. Fill out the balance sheet details, including assets and liabilities. You will enter figures for tangible and intangible fixed assets, investments, cash, debtors, and other assets, along with corresponding liabilities.
9. Prepare the profit and loss account details for the year. Include total income, expenditure, profit before and after taxation, dividends, and retained profits.
10. In the donations section, declare any contributions made for political purposes, ensuring compliance with relevant electoral acts.
11. Complete the accountant's report section, ensuring all necessary signatures are included, particularly from the Auditor, and confirm that the details align with the audited accounts.
12. Review all entered information for accuracy. Save changes, download, print, or share the completed form as needed.

Complete your Annual Return (AR 15a) online today to ensure your society remains compliant.