Issuer summary

The Issuer summary page provides you with some useful insights into the current state of the company’s register.

The issuer summary page has six sections.

Issuer details

This section provides an overview of the Issuer’s profile  including the following details:

• Issuer name.
• Issuer logo.
• ABN.
• Primary contact's name and email address.
• Registrar's address, phone number and email address.

If you wish to edit any of this information click on View issuer profile.

Capitalisation

This section provides a breakdown of the company's capitalisation, displaying:

• Total number of investors. Note: if multiple holdings have the same registration details, this is counted as one investor.
• Securities issued.
• Total value (AUD). Note: the cap table value is the total amount of cash received from applications / DRP etc. It's the issued capital
• Top 3 securities, ranked by value.

To see the company's capitalisation in more detail click on View cap table. For more information on managing your capital structure see the article on capital structure overview.

User logins

This section provides a visualisation of how many investors have logged into the Investor centre as well as how many issuers have logged into the Issuer centre during a specific period of time. 

To change the period, click on the date picker and select one of the preset periods or specify a custom range.

Top investor logins

This section provides a list of the five investors who have logged in most times during a specific period of time, displaying: :

• Name.
• Email address.
• Total (number of logins during the specified period)
• Last login date.

To change the period, click on the date picker and select one of the presets or specify a custom range.

Top net buyers and sellers

This section displays the top five buyers and/or sellers for a selected security and period of time.

For each buyer or seller you can see:

• The investor’s registered name.
• The net profit/loss on all transactions during the period.
• A graphic representing the quantity of the change in balance over the period.

Clicking on an investor’s name will take you to a list of security transactions for the selected security.

Investor registration

This section displays a summary of investors’ registration status, displaying:

• Total number of investors, registered and unregistered. Note: if multiple holdings have the same registration details, this is counted as one investor.
• Total number of registered investors.
• Total number of unregistered investors.
• Investors with an email address on record that:
• Are registered.
• Have been sent an invitation but are yet to register.
• Have not yet been sent an invitation to register.
• Investors with no email address on record.

To manage investor access and registrations click on View user access report. For more information see our investor access management article.