Issuer Centre
The Issuer Centre is the portal for companies and trustees to manage their investors.
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 (and optionally, as 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
- 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