Send payment statements to your investors

Once you have paid your investors, you can send them payment statements. You can view the history of sent statements for a payment in the statements log.

Direct credit and DRP payments 

Statements for payees with full Dividend Reinvestment Plan (DRP) participation will be available to send on record day. Statements for direct debit payees, including those with partial DRP participation, will be available to send when the payment ABA file has been marked as accepted by the bank.

• On the Payment details page, go to the Payment statements section.
• Under Direct credit and DRP statements, click Send statements to email statements to investors. 
• If there are direct credit or DRP payments to investors without an email address on record, a collated statement PDF will be generated for you to print and post to them. 
• See Pay your investors via direct credit, Pay your investors via DRP and Handling failed payments for more information.

Cheque payments

If you have cheque payments, from record date the cheque statements will be available to download as pdfs to print and post to your investors with their cheque. 

• On the Payment details page, go to the Payment statements section.
• Under Cheque payments, click Download statements and mark as sent. Once downloaded, the cheque payments will be marked as Sent. You will still need to post the statements and cheques to your investors. See Pay your investors via cheque and Handling failed payments for more information.

Statements log

To view which statements have been sent for a payment: 

• On the Payment details page, go to the Payment statements section, and click on Statements log.
• The Statements log lists the communications that have been sent to investors containing their statements. Click on the Message title to go to the Message details page for each communication.