We’ve introduced some improvements to the application form and holder details page, including the ability to define a holder’s tax country for payments purposes. Issuer read-only users now have access to activity logs, and we’ve also made several more minor updates and bugfixes.
Application form
- For company-type issuers, we now include the following sections in the application form, which previously were only available for unit trust-type issuers:
- When the applicant investor type is a company, include the director and beneficial owner steps.
- When the applicant investor type is a trust with individual trustees, include the beneficial owner step.
- When the applicant investor type is a trust with a company trustee, include the director and beneficial owner steps.
- If an applicant responds they have no countries other than Australia for tax purposes, this is now explicitly stated in the application transcript.
- Fixed a bug where some issuer users were unable to progress past the Application form Contact Details step.
Offer details
- Issuer centre read-only users can now export the applications table from the offer details page to .xlsx.
Activity log
- Issuer centre read-only users can now access the activity log and activity detail pages.
Holder details
- For investors who have provided more than one country for tax purposes, we’ve added the ability for issuers to select the tax country to use to determine calculations for payments purposes. This can be done in the tax details tab of the holder details page.
- Bank account statements can now be uploaded for investors with foreign bank accounts as well as Australian bank accounts.
Securities
- The security category “Cash (with Price)” has been renamed to “Bond (no units with price)”.
Payments
- In the payment statements, fixed a bug where in some circumstances the cash payment total row displayed only one decimal point.
User settings
- Fixed a bug where the user settings page was not accessible in the client centre.
Investor centre
- Fixed a bug in the Investor centre dashboard where the unit balances were displayed rounded to the unit calculation precision rather than the unit display precision.