Issuer Centre
The Issuer Centre is the portal for companies and trustees to manage their investors.
Employee Share Scheme – Reporting to the ATO
Your Account
Issuer users
Setting Up Your Register
Create Securities and Investors
Maintaining Your Register
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 or paid & verified
- Resend invoices to investors reminding them to pay
Share Certificates
Capitalisation
Investor users
- Search for an investor
- Edit an investor's details
- Manage primary user access
- Manage read-only access for a holding
- Download an investor's holding statement
- Attach a note to a holding or holdings
Transaction History
Meetings
Communications
- Communications overview
- Send a message to investors
- View and search outbound communications
- Create and manage distribution lists
- Manage postal communications
- Manage failed communications
Reports
- Reports overview
- Top buyers and sellers report
- Top investors report
- Unit movement report
- Distribution schedule report
- Investor comparison report
Payments
- Distribution based on investors' holdings during period
- Distribution based on record date
- Review a payment before you schedule it (Unit Trust)
- Set up a distribution payment (Unit Trust)
- Payments overview
- Set up a payment (Companies)