Issuer Centre

Your Account

• Issuer summary
• Login to Registry Direct
• Reset your password
• Switch to the Investor centre
• Manage multiple companies

Users

• Permissions overview
• Invite a new user
• Change a user's permissions
• Remove a user

Setting Up Your Register

• Set up a new company or trust
• Set up your company profile
• Importing your data
• Review and activate your register

Create Securities and Investors

• Create or edit a security
• Add a new investor
• Individual or joint investors
• Australian Company investors
• Trust/Super Fund with Individuals as Trustee investors
• Trust/Super Fund with Corporate Trustee investors

Maintaining Your Register

• Issue securities to an investor
• Transfer securities from one investor to another
• View completed security transfers
• Process a redemption of securities
• View completed security redemptions
• Upload security price data

Offers and Applications

• Offers overview
• Set up a new offer
• View and manage applications for your offer
• Withdraw an application
• Mark an application as paid (and optionally, as verified)
• Resend invoices to investors reminding them to pay

See all 9 articles

Share Certificates

• Share certificate overview
• Editing share certificate details
• Issuing share certificates

Capitalisation

• Capital structure overview

Investors

• Managing investor access
• Search for an investor
• Edit an investor's details
• Download an investor's holding statement
• See which investors have signed up to use the Investor centre
• Send a reminder to investors to sign up

Transaction History

• View the transaction history of an investor
• View the transaction history of a company

Meetings

• Meetings overview
• Set up and open a meeting
• Manage an open meeting
• Manually enter or adjust proxy form votes
• Manage votes determined by poll
• Close a meeting

Communications

• Communications overview
• Send a message to investors
• View draft and sent messages
• Create and manage distribution lists
• List of communications sent to investors

Reports

• Reports overview
• Top buyers and sellers report
• Top investors report
• Unit movement report
• Distribution schedule report
• Investor comparison report

See all 7 articles

Payments

• Payments overview
• Set up a payment
• Review a payment before you schedule it
• Schedule a payment and notify your investors
• View payment types for a scheduled payment
• View your list of draft and scheduled payments

See all 13 articles

Regulatory Reports

• Annual Investment Income Report (AIIR)
• Common Reporting Standard (CRS) report
• Foreign Account Tax Compliance Act (FATCA) report
• Periodic statements
• Periodic exit statements
• Quarterly Tax File Number (QTFN) report

Leaving Registry Direct

• What happens if you leave Registry Direct?