A good securityholder experience is also about ensuring that every interaction delivers value to your company
We look to consumer trends in order to successfully manage the changing customer experience needs of your investors. This ensures that your securityholders can depend on a high quality omni-channel experience and you can be sure that we’re always looking for new ways to streamline these interactions.
Innovative and engaging securityholder services through Investor Centre
Investor Centre is our online portfolio management portal for securityholders—it’s secure, convenient and simple to use. Your securityholders will enjoy round-the-clock portfolio access, with access optimised whether browsing on a desktop, a tablet or a smart phone, where they will have access to update account details, view transaction and payments, download payment advices, set communication preferences and more.
The launch of Investor Trade, our online share sale facility for one-off trades is a market-leading innovation benefitting you and your securityholders. With Investor Trade, one-off, broker-unaffiliated securityholders in your register can sell their securities resulting in enhanced register efficiencies and cost-savings. Investor Trade is easily accessed via either an Investor Centre membership or through single-holding login.
Portfolio Tax Pack
We offer securityholders the ability to purchase and download a Tax Pack online via either an Investor Centre membership or through single-holding login, where within a few minutes they can receive:
- Tax Summary (CSV format included)
- Balance Summary
- Tax Invoice
- Cover Letter