Australian Company investors

To add a new Australian Company investor:

1. Go to Investors and click Add new investor.
2. Select the Security to confirm the where the new investor will be created, if you only have the one Security you will be directed straight to the Investor Creation page.
3. Ensure the Australian Company box is selected. Enter the details of the company:
   • Full name of the company as registered by ASIC
   • Country of tax residency
   • ABN or ACN
   • Address line 1
   • Address line 2
   • Suburb/City
   • State
   • Postcode
   • Country
4. If the security you are allocating this investor to is a unit trust, you will need to provide extra FATCA information including:
   • A certified passport copy of the investor. To attach a certified copy to the application:
     • Click on the Attach file link.
     • Find and select the file from your computer.
5. Add the name(s) of the Directors of the company:
   • Title
   • Given names
   • Surname
   • Click on Add another director to add as many directors as needed.
6. Click Next.
7. Enter the Main contact details (all correspondence and account information will be sent to the main contact):
   • Full name
   • Email address
   • Mobile number
8. If the security you are allocating this investor to is a unit trust you will need to fill out a Tax declaration step as part of providing FATCA information.
9. Click Next.
10. Optionally, enter the investor’s Bank details:
    • Bank country
    • Account name
    • BSB
    • Account number
11. Click Next.
12. Click on Create investor to create the new investor.

 Additional Information:

• You can edit an existing investor’s details at any time after you have created them, in case you need to make an amendments to the details you entered when initially creating them.