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
Navigate to Portfolios & Entities.
Select the relevant portfolio.
Select Form Properties from the left-hand side menu.
AUSellerId can then be found under the Regulator IDs header.
Add ASIC Identifiers, and make sure to Save.
Important Note
When the same SellerID is saved across multiple portfolios, Filing Manager aggregates the results across all portfolios sharing the same SellerID.
This means the number of disclosure results in the Results screen might differ from the number of short disclosures displayed in Filing Manager.
Please reach out to Fundapps Support if you have any questions.