How do I edit an investor's details?

To update an investor's details on LIQUIDISE:

Select the investor.
Click on the 'Edit' button in the investor holding page (Image 1)

Image 1 - Investor holdings page
Edit any of the following fields:
1. Investor type
2. Tax file number
3. Address
4. Beneficiary name and ABN (for non-beneficial investors)
5. Contact details (add, edit or delete)

4. Click 'Save' (Image 2)

Image 2 - Edit investor page

Note: You cannot edit an investor's name or beneficial owner type. To change ownership of the shares to a different investor you must transfer the shares from the main register page. If you need correct a misspelled or incorrectly entered name please contact us at support@liquidise.com or use the chat link.