Preparing Shareholding Disclosure data for integration with Filing Manager
In order for the 1 click filing workflow to work in your environment, we kindly ask you to ensure all Portfolios currently used for trading short Australian positions have the ASIC Identifier added under Forms Properties/AUSellerID:
You can do this by:
1. Navigating to "Portfolios & Entities"
2. Selecting the relevant portfolio
3. Selecting "Form Properties" from the left hand side
4. AUSellerId can then be found under the Regulator IDs header
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 31st August 2022, at which point all environments will have the new workflow released.