By setting up your client profile you can customise the company letterhead and contact details which appear on all outgoing email and PDF communications sent to investors. Additionally, you can customise the logos and URL for the login page your investors (users) see.
There are five parts to setting up your client profile:
- Client details
- Client contact details
- Account contact details
- Custom client login URL
- Client logo
Client details
To setup your client profile:
- From the menu, click the Client profile.
- To complete the Client details section of the profile enter the following:
Client contact details
To complete this section add the following:
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- An Email address for any company related enquiries to go to.
- The client’s Phone number.
- The client’s Fax number (optional).
- The client’s Website url (optional).
- Primary contact (full name) for your investor.
- The company’s Address, Suburb, Postcode, State and Country.
Account contact details
Add contact details in case Registry Direct needs to contact someone regarding this account:
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- Account contact (full name) for your company.
- The Company name
- The company’s Phone number.
- An Email address for any account related enquiries to go to.
- The company’s Address, Suburb, Postcode, State and Country.
Custom client login URL
You can direct investors to login through your own branded login page which displays your company logo on a tailored URL.
- In the blank field enter the name of the client (or similar) with no spaces and only using letters, numbers or dashes.
- Click on Copy URL to copy the URL to your clipboard.
- You can now share the URL with your investors linking to it from your website or via whatever means you wish.
Client logo
- Upload your company’s logo as your Client logo. The logo you upload here will be used on all outgoing email and PDF communications sent to investors. To add a logo:
- Click on Attach file.
- Find and select the company logo from your computer and accept. Please make sure the image is at least 48px in height. Accepted file types are .JPEG and .PNG.
- To view a preview of how the logo will appear on documents provided to investors, in the Logo preview section click on the Holding/periodic statement link to download a sample of the statement containing the issuer logo provided.
- You can also upload a square icon that will be used when the user saves the application on their mobile device home screen. To add an icon:
- Click on Attach file.
- Find and select the company icon from your computer and accept. Please make sure the image is a .PNG and at least 180x180px