Manage read-only access for a holding

The issuer centre allows you to grant someone read-only access to a holding. Users with read-only access will be able to view details about the holding, read communications, view transactions and download statements including dividend, distribution and tax statements.

Read-only users will also be included in email communications that are sent to the registered primary user via email. The communications they will receive include:

• Holding Statements / Share Certificates when a transaction occurs;
• Dividend / Distribution statements when a payment is made;
• Confirmation email when registration details are updated;
• Any communications made through the communication centre

Adding a read-only user

To grant someone read-only access so they can view details about a holding and receive communications:

1. Find the investor either from the search feature, cap table or investor list, and click on their name to access their Investor details page.
2. Click on the Holdings tab.
3. Expand the holding you wish to grant Read-only access to by clicking the + icon.
4. Scroll down to the Read-only users section.
5. Add the user's email address to the email address field.
6. Click on Invite user.
7. An invitation to join the Registry Direct platform will be sent to the email address.
8. Repeat these steps for any additional read-only users.

Until the user has accepted the invitation, an Unregistered label will be displayed.

While the user is unregistered, you can resend an invitation by clicking on Resend invitation email.

Once the user accepts the invitation and registers to use the Registry Direct platform:

• A Registered label will be displayed next to their name and email address;
• A copy of selected communications for the holding will be sent to their email address.

Removing read-only user access to a holding

To remove a user's access to a holding:

1. Find the investor either from the search feature, cap table or investor list, and click on their name to access their Investor details page.
2. Click on the Holdings tab.
3. Expand the holding you wish to grant Read-only access to by clicking the + icon.
4. Scroll down to the Read-only users section.
5. Find the user you want to remove and click on Remove access.
6. Click on Yes, remove.