Skip to main content
All CollectionsReportingFiling ManagerAustralia (ASIC)
Preparing for ASIC Filing Manager Integration
Preparing for ASIC Filing Manager Integration
Updated over 3 weeks ago

Overview

In order to use the 1-click ASIC filing workflow, please ensure all Portfolios currently used for trading short Australian positions have the ASIC Identifier added under Forms Properties > AUSellerID.

Step-by-Step Instructions

1. Navigating to Portfolios & Entities.

2. Selecting the relevant portfolio.

3. Selecting Form Properties from the left-hand side menu.

4. AUSellerId can then be found under the Regulator IDs header.

unnamed.png

Important Note

We will not be able to automate your workflow if this action is not taken. Please ensure this is correctly updated in your environment by 31 August 2022, at which point the new workflow will be released to all environments.

Did this answer your question?