As an investor of a company, you can view and download your holding statement at any time for any time period. Your holding statement contains:
Details of your holdings (number of shares, current share price, and value)
Transaction History (any issuance or sale of shares)
To view your holding statement:
Sign in to your account using the User ID/email address and the password you set up when creating your account.
Once you're signed in, click on the Holding Statement button (Image 1).
Image 1 - Investor Shareholding Page
3. In the 'Select Dates' pop-up, select the the date period you would like to view information on your holdings for. You can select the following time periods:
A custom date period
The last financial year (eg. FY21)
The past two complete financial years (if you have transactions during these periods)
and click 'Submit' (Image 2)
Image 2 - Select Dates Modal
4. Your holding statement will open in a new window.
To save it to your computer, hover over the top of the document and click on the download icon in the corner (Image 3).
Image 3 - Holding Statement
4. In the Save As modal (Image 4), create a name for your holding statement (optional) and click on the 'Save' button. Your Holding Statement will be saved to your computer.
Image 4 - Download Holding Statement window
You can view and download holding statements for any other time period by following steps 2-4.