Issuer Centre
The Issuer Centre is the portal for companies and trustees to manage their investors.
Client centre
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
- Update the multi-factor authentication device associated with your user account
- Setting up Multi-factor authentication
- Setting up multi-factor authentication when you do not have a smartphone
- Mutli-factor authentication trusted device period
- Login to Registry Direct
- Issuer summary
Issuer users
Securities
- Create or edit a security
- Partly-paid securities
- Share certificate overview
- Editing share certificate details
- Issuing share certificates
- Upload security price data
Investors
- SMSF Super Fund Lookup status
- Setting Sophisticated investor / Wholesale client status for investors
- Investors list
- Add a new investor
- Investor tags
- Individual or joint 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
- Duplicate an existing offer
- View and manage applications
- Sending or resending invoices to investors
- Withdraw an application
Capitalisation
Investor users
- Search for an investor
- Investor details
- Edit an investor's details
- Convert Investor Type
- Managing Investor Statuses
- Update an investor's holding preferences
Meetings
Communications
- Communications overview
- Send a message to investors
- Send a message with custom attachments to investors
- View and search outbound communications
- Manage messages which require approval via the outbox
- Create and manage distribution lists
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
- Set up an accrual payment (accrue funds for investors)