Issuer Centre
The Issuer Centre is the portal for companies and trustees to manage their investors.
Welcome to Registry Direct!
Setting Up Your Register
- Set up a new company or trust
- Create your securities
- Set up your profile
- Import your data - Overview
- Import your data - Investors (Basic)
- Import your data - Investors (Advanced)
Your Account
- Setting up Multi-factor authentication
- Login to Registry Direct
- Issuer summary
- Switch between issuers
- Add new issuer
- Switch to the Investor centre
Issuer users
Securities
Investors
- Investors list
- Add a new investor
- Investor tags
- Individual or joint investors
- Company investors
- Trust/Super Fund with Individuals as Trustee investors
Transactions
- Security transactions
- Issue securities to an investor
- Transfer securities from one investor to another
- Redeem securities of an investor
- Execute a capital call for an investor
- Edit/delete transactions
Offers and Applications
- Offers overview
- Set up a new offer
- View and manage applications
- Sending or resending invoices to investors
- Withdraw an application
- Verifying applicants
Capitalisation
Investor users
- Search for an investor
- Investor details
- Edit an investor's details
- Update an investor's holding preferences
- Move holdings
- Manage primary user access
Meetings
Communications
- Communications overview
- Send a message to investors
- View and search outbound communications
- Manage messages which require approval via the outbox
- Create and manage distribution lists
- Manage postal communications
Reports
- Reports overview
- Top investors report
- Unit movement report
- Distribution schedule report
- Investor comparison report
- Holding/Periodic statements (Trusts)
Payments
- Payments overview
- View your list of draft and scheduled payments
- Set up a distribution payment (Unit Trust)
- Set up a dividend payment (Companies)
- Set up a return of capital, interest payment, or withholding tax refund
- Review a payment before you schedule it