For securities which are unit trusts, you can generate a periodic exit statement for investors that have left the register in a specific period.
To generate periodic exit statements:
- From the menu, go to Regulatory reports and click Periodic Exit Statements. Note that this menu item is only available if you have unit trust securities.
- Under What time period is this report for? select the financial quarter.
- Select the security from Select one or multiple securities, or tick the Include all securities checkbox.
- Under Statement to include in the printed report you can enter any additional text that you would like to appear on the report.
- Click Generate report. A collated PDF of statements for any investors who have exited during the selected period will be downloaded to your computer.