To use the saved Reporting Person contact details when submitting your short report to the SFC, the IsUsingReportingPersonForDisclosure property must be “True” for the portfolio/entity holding the reportable position.

Click the folder icon on the far-right menu bar to access the Portfolios & Entities screen. Locate the portfolio where the contact details will be added, and then select the Forms Properties tab from the left menu. The IsUsingReportingPersonForDisclosure property is located under the Reporting Person section.

If this property is "False”, the system will use the contact information provided during registration when submitting data to SFC.