Clients can send messages to all or selected investors in their client group. To create a new message, go to Messages in the menu, and click Create new message.
Select issuers and securities
Select which securities in which issuers you wish to send the message to:
- All issuers and all securities.
- Specify issuers and securities.
- Select the issuer you wish to include from the Select issuer drop down.
- Select the security/ies you wish to include from the Select one or multiple securities drop down or click on the Include all securities check box to include all securities.
- You can repeat this process to add more issuers and securities
Select investors
Choose which investors from the selected securities to send the message to.
- Include all investors. Send to all investors in the selected securities.
- Exclude some investors. Type in the Select investors you want to exclude field to search for individual investors to exclude.
- Manually select who will be included. Type in the Select investors you want to include field to search for individual investors to include.
- Tick the Include nil investors checkbox if you wish to include investors who currently hold no securities.
- Tick the Add email addresses checkbox to add recipients who are not investors in a selected security.
- Check the Do not send emails checkbox if you do not want email messages to be generated for this communication. PDF communications will be generated for all investors and the message will also appear in the Investor centre communications list.
Message
- Enter a message Subject.
- Type the message you want to send to your investors, in the box below Dear <contact first name>.
- You can attach a file to include with your message, by clicking Attach files to message then browsing to a file on your computer.
- You also include a link to a video by pasting the video URL under Include link to video.
- Select the Yes option for Does this message contain a copy of an annual report? if the message you are sending includes your annual report. Investors who have specified in their investor details that they do not wish to receive annual reports via email will not be sent an email if you select Yes here.
- You can choose to either:
- Save as draft to save the message as a draft, if you wish to send it later, or;
- Click Generate emails for approval. You will need to then approve and send the email messages manually in the Client outbox. To go to the Client outbox, click on Messages in the menu.
Additional information
- At any time you can view a preview of how your communication will appear as both an email and a letter by clicking Email preview or Letter preview.
- There may be a short delay between when you approve the message and when your investors receive the message in their email inbox.
- All investors who are specified as recipients of your message, regardless of whether they receive an email or a mailed letter, will be able to access the message via their communications list in the Investor centre.