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Set up your profile

By setting up your issuer profile you can customise the company letterhead and contact details which appear on all outgoing email and PDF communications sent to investors. Additionally, you can customise the logos and URL for the login page your investors (users) see, and the bank details that appear in any ABA files generated for payments.

There are four parts to setting up your issuer profile:

Issuer details

To setup your company profile:

  1. If you are managing multiple companies first ensure you are managing the company whose profile you want to setup.
  2. From the menu, go to Issuer and click on Profile.
  3. To complete the Issuer details section of the profile enter the following:
    • Name of your company.
    • Primary contact (full name) for your company.
    • An Email address for any company related enquiries to go to.
    • A valid company or . You must at least specify a valid value for one or the other of these.
    • The company’s Website url (optional).
    • The company’s Phone number.
    • The company’s Fax (optional) number.
    • The company’s Address, Suburb, Postcode, State and Country.
    • Investment body entity type.
    • Investment body entity subtype.
    • Upload your company’s logo as your Issuer logo. The logo you upload here will on all outgoing email and PDF communications sent to investors. To add a logo:
      • Click on Upload file.
      • Find and select the company logo from your computer and accept. Please make sure the image is at least 48px in height. Accepted file types are .JPEG and .PNG.
    • You can also upload a square icon that will be used when the user saves the application on their mobile device home screen. To add an icon:
      • Click on Upload file.
      • Find and select the company icon from your computer and accept. Please make sure the image is a .PNG and at least 180x180px.

Registrar details

You can select one of the three options:

  1. If you are administering your own company, select Self-administered registry.
  2. If Registry Direct will act as your registrar, select Registry Direct. If you select this option then all of the outbound communications will instruct your investors to contact Registry Direct with any enquiries. Only choose this option if you have discussed this with Registry Direct in advance and are sure this is what you want to do, as there are additional fees associated with Registry Direct acting as your registrar.
  3. If your company has a third party registrar (or you yourself are actually representing the designated third party registrar which the company has appointed), select Third party and enter the Registrar details:
    • Name of the registrar company.
    • Primary contact (full name) for the registrar.
    • An Email address for any company related enquiries to go to.
    • A valid company or for the registrar. You must at least specify a valid value for one or the other of these.
    • The company’s Website url (optional).
    • The company’s Phone number.
    • The company’s Fax (optional) number.
    • The registrar’s Address, Suburb, Postcode, State and Country.
    • Upload your registrar’s logo as your Registrar logo. The logo you upload here will on all outgoing email and PDF communications sent to investors>. To add a logo:
      • Click on Upload file.
      • Find and select the registrar logo from your computer and accept. Please make sure the image is at least 48px in height. Accepted file types are .JPEG and .PNG.

User Login Page

If you are using a third party registrar (option 3 above), you can direct investors to login through your own branded login page which displays both the company logo and the registrar logo, on a tailored URL.

To set up a this tailored login page URL:

  1. In the first blank field enter the name of the registrar (or similar) with no spaces and only using letters, numbers or dashes.
  2. In the second blank field enter the name of the issuer (or similar) with no spaces and only using letters, numbers or dashes.
  3. Click on Copy URL to copy the URL to your clipboard.
  4. You can now share the URL with your investors linking to it from your website or via whatever means you wish.

Bank Details

If you are generating ABA files to pay dividends to investors, you need to specify the bank account from which the funds will be transferred as these details are needed in the ABA files which are generated and used to process dividend payments. To learn more about paying dividends go to dividend payments.

To add your bank details:

  1. Enter the Account name for your bank account.
  2. Enter the BSB for your bank account.
  3. Enter the Account number for your bank account.
  4. Enter your DE User ID (Direct Entry User ID). This is defined by your financial institution and is sometimes referred to as the APCA number or APCA User ID. It is the value specified in character position 57-62 of the Descriptive Record in the . If you are unsure of what this value should be for your company, please contact your financial institution.