The major updates this month are the addition of target market determination questions to our online application form, and the ability to create an outstanding payments report.
Read on for our full list of new features, improvements and bug fixes.
Offers and applications
- A new step has been added to the offer setup allowing issuers to add an ‘Application profile’ section to the application form. This section allows issuers to ask applicants if they have received personal advice from a financial adviser and other custom target market determination questions.
- You can now give applicants the option to set up a Regular Investment Plan.
- Multiple offer documents can now be attached to an offer.
- Certain cash type security offers now allow applicants to enter a dollar value in the application form, instead of applying for a number of units.
- Included a field for State in the offer setup contact details address form.
- Fixed a bug where editing an application form to change the trustee type resulted in being unable to save the application form.
- Fixed a bug where under some circumstances applicants could progress without entering a driver’s licence card number.
Tax statements
- Improvement to performance loading the tax statement form when there are a large number of investors with many payments.
- Improvements to tax calculations in line with input from stakeholders.
- Fixed a bug where some investors' tax statement communication preferences were not being respected.
- Fixed a bug where tax statements communications were not displaying the name of the holding.
Payments
- Issuers can now create an outstanding payments CSV report from the Payments list table.
- Refined the methods for rounding of withholding tax amounts.
- Improved pagination and sorting in the Payments list table.
- Fixed a bug where occasionally Dividend Reinvestment Plan payments would be scheduled to be paid twice.
Investor bank account details
- Investors may now have foreign currency Australian bank accounts through allowing letters in Australian bank account numbers for issuers with non-AUD denominated funds.
- Fixed a bug where communication preferences were not being respected when updating an investor’s bank account details.
Workflow approvals
- Fixed a bug where some timestamps were displaying in UTC time rather than local time.
All holdings table
- You can now filter holdings by Adviser.
Reports
- Fixed a bug in the Unit Movement PDF report where quantity columns were not showing correct unit precision.
- Fixed a bug in the Unit Movement XLSX report where table headings were misaligned when only one security is selected.
Investor centre
- Securities with a fixed price of $1 no longer display an ‘As at’ date in the investor centre dashboard.
Investor verification
- In the GreenID verification PDF report, ID document numbers are now masked for privacy.
Communications
- Longer urls for video links in emails are now allowed.
Security
- Improved security for investors logging in to view a single investment.