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Download an investor's holding statement

Each investor who has been issued or transferred shares, or had shares redeemed, will have a holding statement.

You can download a copy of an investor's holding statement by:

  1. Searching for the investor using the search icon on the menu bar or via the CAP table;
  2. From the Investor details page below the Security details, there is a Holding statement panel. 
  3. Select your desired Date range for the holding statement. 
  4. Click the download link to download a PDF copy of the holding statement to your device.