Setting Up Your Register
- Set up a new company or trust
- Set up your profile
- Import your data - Overview
- Import your data - Investors (Basic)
- Import your data - Investors (Advanced)
- Import your data - Transactions
- Import your data - Tax details (non-FATCA/CRS securities)
- Import your data - Tax details (FATCA/CRS securities)
- Review and activate your register
- Set up billing details