Review the personal, payment, dividend and holding information available for a shareholder.
View and export holder details.
Review dividend preferences, outstanding dividends and statements.
Explore share classes, transactions, dividends and certificates.
Access personal documents where available.
A holder record brings together the information held for an Investor Code. The details available depend on the register record and your account permissions.
You’re investigating a shareholder query and need to review the information held against their account, so you can understand the holding and provide an informed response.
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