To send dividend/distribution statements to investors once you have paid them:
- From the Payment details page click on the blue text titled Direct credit to go to the Direct credit details.
- In the Direct credit table, if an ABA file has been uploaded or if a single payment has been set to Paid, the Send unsent statements button will turn blue and a link to Statements unsent will be visible. To see a preview of the email which includes the dividend statement for the investor, click the envelope icon under the heading Statements.
- Click Send unsent statements. You will see a confirmation message. Confirm by clicking on I understand, send statements and download collated pdf. Investors with an email will be notified immediately by email and for investors without an email, print out the collated pdf so send via mail.
- Once statements have been generated, investors can also access them in the Investor centre under Statements>Dividend statements
Once statements are sent the Statements unsent link will change to a Statements sent link and will show a batch number link, which displays all the statements sent in that batch.