Pendal is getting ready to launch a new online investor portal
PENDAL will soon introduce a new unit registry service for our Australian-based funds.
Due by March, the new “Mainstream” system will offer clients an industry-leading online investor portal — making it easier and faster to get information about their funds.
Mainstream is a leading fund registry and administration service for fund managers, superannuation trustees and listed companies.
Once fully implemented, clients will be able to use the online portal to:
- View and download customised reports
- Access investor statements such as tax, distribution, periodic and quarterly statements
- View account details such as investor holdings, transactions, distribution details
- Complete application and customer identification forms online
- Update account information
What do clients need to do?
Clients will soon receive an “Investor Details” form pre-populated with their investor name, investor number and email address.
It is important that clients carefully check their email address and return completed forms by September 30 to ensure account information and requirements are correct.
Need more information?
In October, we look forward to providing more details on how these changes and enhancements will impact our valued Pendal investors and advisers.
If you have any questions or require further information, please contact us on 1800 813 886 (for Australian investors) or +612 9155 4051 (for overseas investors) from Monday to Friday, 8.30am to 5:30pm (Sydney time).
Head of Client Services
Pendal Group Limited
Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.
Find out more about our investment capabilities:
Contact a Pendal key account manager: