Overview
The Registry HIN/SRN Report lists HIN/SRNs for each investment from every entity within Simple Fund 360/Simple Invest 360. It includes the following:
- Entity Name
- Entity ABN
- Investment Name
- Security Code
- Registry Name
- HIN/SRN
- Postcode
How to Prepare
From the Main Toolbar, navigate to Connect. | |
Select Feed Management. | |
Select Advanced Options and Reports | |
Select Registry HIN/SRN Report |
This will download the CSV and will only include investments that have a HIN/SRN's attached.