DO IT ONLINE - Help for external registered users

The Insolvency Register is a register of insolvent estates (i.e. bankruptcies, NAPs and liquidations) made available to the public for searching. The Registry is available to any visitor to the web site.

To search for an insolvent estate held in the public Insolvency Register, click on the 'Search Insolvency Register' icon on the Welcome to ITS Home Page to display the Search Insolvency Register screen. This screen allows you to enter search criteria, list the insolvent estates that match these criteria and view a sub-set of read-only data for each returned estate on the Insolvency Details screen.

A MORE INFO button is displayed on the Insolvency Details screen for logged on ITS staff and for registered logged on users who are debtors, creditors, shareholders or directors for the currently selected estate. This button allows these users to view further high level read-only data concerning the estate. The information includes a statement of receipts and payments, claim details, asset progress updates and publicly available documents.

The Search Insolvency Register screen also allows you to access the Companies Register to search for banned directors and managers via an underlined hyperlink situated above and to the right of the insolvency search criteria.

To search for an insolvent estate held in the public register:

1. EITHER: Click on the SEARCH INSOLVENCY REGISTER icon on the Welcome to ITS Home Page.

   OR: Select Do it Online / Search Insolvency Register from the menu bar.

   The Search Insolvency Register screen will be displayed.

2. Enter your search criteria. See the topic on 'Search Criteria for Bankruptcies' or 'Search Criteria for Liquidations' for details.

   Note 1: Punctuation and wildcards (such as '%', '*', '_' or '?') are not used and will be ignored by the system. All searches are case insensitive.

   Note 2: Using multiple or exact match criteria will help filter out those estates you are not interested in and speed up your search.

3. Select the light blue SEARCH button. A list of insolvent estates meeting your search criteria will be displayed, sorted alphabetically on the main insolvency name, in ascending order.

   Note: If the search criteria match only one record in the database, e.g. if you searched on estate number, the Insolvency Details screen will open automatically, without displaying the search results list first.

   • If more than 20 insolvent estates are found, use the NEXT and PREVIOUS buttons to page through the results.

   • If you searched on an alternate name (e.g. an alias), the alternate name (and any other alternate names related to the main insolvency record) will be listed directly under the main insolvency name, connected to it by a line.

   • If your search retrieved a partnership, any estates related to that partnership will be listed below the main insolvency record, connected to it by a line.

   • If no results are found meeting your search criteria, a message to this effect will be displayed.

4. Sorting your results

   • The column on which the results are sorted by default is identified by a red arrow to the right of the column name. If the arrow is pointing up, the results are in ascending order as you scroll down the page. If the arrow is pointing down, the results are in descending order as you scroll down the page.

   • To change the sort order from ascending to descending or vice versa, click on the red arrow.

   • To sort on another column, click on the blue arrow to the right of the column name.

5. Printing the results list

   • To print a list of the insolvent estates listed on the current page, select the PRINTER FRIENDLY button to open a new browser window.

   • Use your browser Print icon or select Ctrl+p to print the page.

   • Use the Windows Close icon to close the window and return to the search results list.

6. Repeating the search with different criteria:

   • Click on the Show Search Criteria + icon at the top of the results list to display the search criteria fields.

   • Either edit or add to the existing criteria, or select CLEAR to empty all the fields, then enter new criteria.

   • Select SEARCH. A list of entities meeting your new search criteria will be displayed.

7. Viewing and printing estate details

   Click on an underlined estate name in the results list to view a sub-set of read-only details for the currently selected estate on the Insolvency Details screen. A MORE INFO button will be displayed for logged on users who are debtors, creditors, shareholders or directors for the estate. This button allows these users to access and print additional read-only high level data concerning the estate. The information includes a statement of receipts and payments, claim details, asset progress updates and publicly available documents. Expanded reports and documents can be viewed by selecting the appropriate button or underlined document hyperlink.

   • To print details of the insolvent estate, select the PRINTER FRIENDLY button to open a new browser window.

   • Use your browser Print icon or select Ctrl+p to print the page.

   • Use the Windows Close icon to close the window and return to the previous screen.

   • Select CANCEL, then click on the BACK TO RESULTS SCREEN button to return to the results list, or select CANCEL, then select the NEW SEARCH button and go back to Step 2 of this procedure to carry out another search.

8. Exiting

   Select CANCEL from the results list to return to the Welcome to ITS Home Page.

The table below describes the criteria that you can use to search for personal bankruptcies and No Asset Procedures (NAPs).

You must enter at least one of the following criteria (in addition to the insolvency type) before submitting a search.

You can search EITHER on an insolvency number, OR on one or more other criteria. Searches are not case sensitive.

The table below describes the criteria that you can use to search for company liquidations.

You must enter at least one of the following criteria (in addition to the insolvency type) before submitting a search.

You can search EITHER on an insolvency number, OR on one or more other criteria. Searches are not case sensitive.

A Date Selector calendar icon is displayed to the right of each Date field. You can type in or over type the date (format = dd-mon-yyyy), or use the Date Selector icon to select the date and insert it in the date field.

To select the date using the Date Selector icon:

1. Click on the Date Selector icon to the right of the Date field.

2. To change the month or year, use the arrow buttons at the top of the selector to page backwards or forwards to a different month and year, or click and hold on an arrow button to drop down a list of months or years that can be selected. The arrow buttons on the left are for previous dates, the ones on the right are for future dates

3. When the Date Selector displays the appropriate year and month, click on the appropriate day to insert the date into the field.

A summary instalment order (SIO) is an alternative to bankruptcy that can be employed by debtors who have the means to repay some or all of their debts over time.

1. Select Search SIO Register from the Welcome to ITS page. The Search Summary Instalment Order Register screen will be displayed.

2. Enter your search criteria.

   EITHER: Enter the SIO number,

   OR: Enter one or more of the folllowing criteria (not case sensitive):

    

   Criterion	Description
   Surname	If searching on a surname, use the pick list below the Surname field to select 'Exact Match', 'Starts With', or 'Contains'. The default is 'Exact Match'. Then, depending on the option chosen from the pick list, enter: EITHER the exact surname (Exact Match). OR the first 3 or more letters of the surname (Starts With). OR any 3 or more adjacent letters from the surname (Contains). This search is slower than the other two types as more results will be returned.
   First Name(s)	If searching on first names, use the pick list below the First Name(s) field to select 'Exact Match', 'Starts With', or 'Contains'. Then, depending on the option chosen from the pick list, enter: EITHER the exact first name. If the bankrupt has one or more middle names, these should be entered as well, separated by spaces (Exact Match). OR the first 3 or more letters of the first name or any middle name (Starts With). OR any 3 or more adjacent letters from the first name or any middle name (Contains). This search is slower than the other two types as more results will be returned.
   Order Date Between	Complete both fields to give a date range (format = dd-mon-yyyy), or use the Date Selector to enter each date.

3. Select the SEARCH button. SIOs matching your criteria will be listed on the screen. If you entered a SIO number and a match was found, only one result would be listed.

   Note: If no results are found, you can modify your search criteria. Select 'Show Search Criteria', modify your criteria, then re-select SEARCH. The CLEAR button can be used to clear the previous search criteria.

4. To view details of a retrieved record on the SIO Summary screen, click on the underlined SIO name.

5. Select CANCEL to return to the results list, or NEW SEARCH to go back and enter alternative search criteria.

The online services enable a logged on registered external user to apply for formal insolvency online via the ITS website to create one of the following insolvency types:

• Debtor Petition (bankruptcy)

Debtors can now apply directly to ITS for bankruptcy.

• NAP (No Asset Procedure)

This is an alternate form of bankruptcy where an individual has insufficient income to make any payments, few realisable assets, owes less than $47,000, but has accrued debt, e.g. through credit cards.

• SIO (Summary Instalment Order)

This is an alternative to bankruptcy that can be employed by debtors who have the means to repay some or all of their debts over time and owe less than $47,000. A SIO Supervisor oversees the payments and deals with the creditors.

Note: In addition, a user who is already bankrupt (i.e. via a creditor petition through the courts) can use the online services to provide a Statement of Affairs electronically.

Process

1. Users complete a detailed questionnaire, which is the online equivalent of the Formal Application and Statement of Affairs (SOA) documents that would normally be completed on paper by a Debtor and sent to ITS. The application gathers the details of the debtor’s circumstances, including personal information, employment, background to bankruptcy and financial circumstances (assets and liabilities).

   Note: Users can choose to save the Insolvency application part-way through for later completion, or abandon the application entirely.

2. When all the required information has been entered, the system will display the available options (from SIO, NAP, Debtor Petition or SOA). For example, if the debt was greater than $47,000, only the Debtor Petition option would be available. The debtor can choose the type of insolvency if more than one option is available to them, based on the information that they have provided. If the SIO option is chosen, the debtor then completes further pages to specify payment options, any asset sales, Supervisor details and any other information relevant to the proposal.

3. Once the Insolvency application is complete, the user verifies that the information provided is accurate by signing a hard copy of the verification statement and sending it to ITS by post or fax. The verification statement can either be printed by the debtor and signed, or the debtor can request that a hard copy front page be sent to them by ITS for signing and return, e.g. where a printer is not available.

4. The full application is sent electronically to ITS for vetting. Vetting will result in either acceptance or rejection of the application. ITS may request additional information from the debtor during the vetting process.

   Note: The application will not be processed until the verification statement is received by ITS.

5. The debtor will be formally notified of the decision.

For a new application:

1. Select Apply for Summary Instalment Order, Apply for No Asset Procedure or Apply for Bankruptcy from the Welcome to ITS page, or click on the red Do it Online tab.

2. After reading the introductory pages displaying important information, select I am Ready to Start the Insolvency Wizard and then Get Started. The Progress Summary screen will be displayed. A new application record will be created with a status of 'Initial'.

For an application that has been started:

1. Select Continue Your Application from the Welcome to ITS page, or click on the red Do it Online tab and then Continue Your Application.

2. Click on the 'I am ready to continue the Insolvency Wizard' button to go straight to the Progress Summary screen.

Part A – Personal Details

Evidential documentation is sometimes requested for the application. Hard copy documents can be sent by post or fax. If an electronic copy is available, it can be attached to the application.

To attach an electronic document while completing the application:

1. Select the ATTACH button related to the document you want to attach. The Upload window will be displayed.

2. Enter a description of the document.

3. Select the BROWSE button. The Choose File window will be displayed.

4. Use the Choose File window to navigate to the folder on your PC or network where the document is stored.

5. Highlight the document and select OPEN. The document's path and filename will be defaulted into the Document field.

6. Select SUBMIT to return to the calling page.

Note: You can use the ATTACH button again to replace the document with a later version, if required.

When you have entered all the required data for your application and the Progress Summary screen shows all the mandatory sections as completed, the button labelled 'Upload & Submit’ will be able to be clicked.

1. Select the 'Upload & Submit’ button. A documents page will be displayed, listing all the documents that you have added so far.

2. If required, you can remove documents already attached, add comments, and attach further documents in support of your application. You need to attach all the documents mentioned as you worked through the application, or you can elect to send documents by email, post or fax within 3 working days of filing. You must complete this section before you can continue.

3. Select the NEXT button. The Completion page will be displayed. The system will list the insolvency options that you are eligible to file based on the information you entered in the application. Options which may be available to you include submitting an application for a SIO, NAP, or Debtor Petition, submitting a SOA (if already adjudicated bankrupt - see 'Using the online services to provide a Statement of Affairs'), or opting not to file.

4. To submit an application, choose the relevant option, e.g. 'I would like to apply for a Summary Instalment Order', or 'I would like to apply for a No Asset Procedure', or 'I would like to apply for a Debtor's Petition', depending on eligibility. An Information screen will be displayed for the chosen insolvency type.

5. Tick the box at the bottom of the screen to acknowledge that you have read and understood the information. For a NAP, you must also confirm that no creditor has filed an application with the Court for your bankruptcy and you have not previously been adjudged bankrupt or subject to a No Asset Procedure.

6. For Summary Instalment Orders:

   • Click on the 'I would like to apply for a Summary Instalment Order'. The SIO Proposal screen will be displayed. This screen allows you to enter payment information.

   • Select NEXT to display the SIO Supervisor Selection screen where you enter the details of your SIO Supervisor.

   • Select NEXT.

7. For No Asset Procedures and Debtor Petitions:

   • Select 'I would like to apply for a No Asset Procedure', or 'I would like to apply for a Debtor's Petition'.

8. The completion page will be re-displayed. Choose whether to print a copy of the verification statement and send a signed copy to ITS, or if you do not have access to a printer, choose to have ITS send you a printed copy to sign and return.

   Note: See the second page of the verification statement for ITS addresses.

9. Select 'I would like to submit my application' to send your application to ITS. A confirmation page will be displayed with underlined links to electronic copies of your application and verification statement.

10. Select FINISHED. The Application History screen will be displayed. A copy of your SOA and the verification statement will be emailed to you.

If you have already been adjudicated bankrupt via the courts, you can choose to complete a Statement of Affairs (SOA) electronically and send it to ITS. You must be logged on to do this.

You should have already received registration details from ITS to enable you to do this, but if you are not sure, ring our Contact Centre 0508 467 658. Do not try to obtain a new User Account.

To create an electronic SOA:

1. Log on to the website.

2. Select STATEMENT OF AFFAIRS from the Welcome to ITS page. The system will detect that you are already an adjudicated bankrupt.

3. Select 'I am ready to start the insolvency wizard'. An information screen will be displayed.

4. Select GET STARTED. The Progress Summary screen will be displayed.

5. Complete the 6 sections of the Insolvency Wizard listed on the Progress Summary screen. See the topic on 'Using the Progress Summary screen' for details.

6. When you have entered all the required data for your application and all the sections on the Progress Summary screen say Completed, a button labelled 'Upload & Submit’ will be displayed. Select this button. A documents page will be displayed, listing all the documents that you have added so far.

7. If required, you can remove documents already attached, add comments, and attach further documents in support of your application. Alternatively, you can elect to send documents by email, post or fax within 3 working days of filing.

8. Select the NEXT button. The Completion page will be displayed.

9. Choose whether to print a copy of the verification statement and send a signed copy to ITS, or if you do not have access to a printer, choose to have ITS send you a printed copy to sign and return.

   Note: See the second page of the verification statement for ITS addresses.

10. Select 'I would like to submit my Statement of Affairs' to send your SOA to ITS. A confirmation screen will be displayed with underlined links to electronic copies of your SOA and verification statement.

11. Select FINISHED. The Application History screen will be displayed. A copy of your SOA and the verification statement will be emailed to you.

The My Estate / Application History option accessed from the menu bar allows you to view the progress of your application and delete, withdraw, edit and re-submit it if required.

Applications can be deleted up until they are submitted. These applications have a status of 'Initial'.

'Submitted' and 'Re-submitted' applications can be withdrawn, but not deleted, up until they are vetted and accepted by ITS. Once the consent application has a status of 'Accepted', you need to apply to the Official Assignee to withdraw it.

To delete an application before submission:

1. Select My Estate / Application History from the menu bar. Any applications with a status of 'Initial', 'Submitted', 'Re-submitted', or 'Withdrawn' will be listed on the Application Progress and History screen.

2. Tick the box next to the initial or withdrawn application that you want to delete.

3. Select the DELETE button. The application will be deleted from the system.

To withdraw an application after submission:

1. Select My Estate / Application History from the menu bar. Any applications with a status of 'Initial', 'Submitted', 'Re-submitted', or 'Withdrawn' will be listed on the Application Progress and History screen.

2. Click on the Application ID number of a submitted or re-submitted application to view its details on the Application Details screen.

   Note: The HISTORY button on this screen allows you to view a history of status changes for the application. The underlined link allows you to access the application/consent to view and/or print it.

3. Select WITHDRAW/MODIFY from the Application Details screen.

4. Select YES to confirm the change of status. The application will not be deleted, but will be displayed on the Application Details and Application Progress and History screens with a status of 'Withdrawn'.

To edit and re-submit a withdrawn application:

You can re-submit a withdrawn application, or an edited version of it, by re-selecting the Insolvency application from the ITS Welcome Page. (Select Communications / ITS / Welcome Page from the top menu bar.)

The data that you entered previously is retained in the system when the application is withdrawn so you do not have to enter it again. When you re-submit the application or an edited version of it, its status will become 'Re-submitted'.

1. Log on to the website.

2. Click on the SEARCH INSOLVENCY REGISTER icon on the Welcome to ITS Home Page. The Search Insolvency Register screen will be displayed.

3. Use the Search Insolvency Register screen to search for the estate against which you wish to register a claim.

4. Select the relevant underlined Insolvency Name from the Search Insolvency Register screen results list. The Insolvency Details screen will be displayed.

5. Select the REGISTER CLAIM button. The Register Claim screen will be displayed.

   • Complete the relevant fields in the Register Claim screen. Fields with a red asterisk (*) are mandatory (i.e. must be completed).

   • The creditor’s email address will default from your registered user Address for Communication if this record has an email address attached to it. Edit if required. Changing or adding an email address in this claims record will not affect your registered user Address for Communication.

   • You must answer Question 7 plus one or more of the other questions on this screen before you can register your claim.

     Note: If you answer Question 5, you must answer Question 4 first.

   • To answer a question, you must tick its checkbox, then complete the question's mandatory fields.

     Note: When you select a question's checkbox, asterisks will indicate the mandatory fields for that question.

6. See below for information on Joint Estates, Supplying Evidence and Payment Details.

7. Select REGISTER. A warning message concerning false or misleading claims will be displayed.

   Note: If you have other claims against this estate, a warning message will first ask you to check for duplicates. If this claim is not a duplicate, select REGISTER again to continue.

8. Select SUBMIT. The List Claims screen will be displayed. The newly created claim will be displayed in the list and will be linked to the current estate automatically. A confirmation email will be sent to your nominated creditor email address.

Joint Estates

Where this claim is a joint claim against more than one estate, you need to specify the other estates involved.

1. Select the ADD button on the right hand side of the Register Claim screen under the Joint Estates heading.

2. Use the Search Insolvency Register screen to search for the estate to link this claim to.

3. Select the relevant underlined Insolvency Name from the Search Insolvency Register screen results list. The insolvent estate will be listed under the Joint Estates Heading.

   Note: To remove an estate from the list, select the checkbox next to the link you want to remove, then select the REMOVE button.

Supplying Evidence

You must supply evidence supporting your claim by post, fax, or you can upload an electronic copy of a document.

1. Select the SUPPLY EVIDENCE button for the appropriate question on the Register Claim screen.

2. Select the appropriate radio button on the Supply Evidence screen.

3. If you chose to upload an electronic file:

   • Select the Browse button to display the Choose File window.

   • Search for the file on your PC or network and highlight it.

   • Select the Open button. The file name and path will be copied into the Browse field.

     Note: Allowable file types include Word, Excel, PowerPoint and email msg files.

4. Select SUBMIT to return to the Register Claim screen.

1. Select Online Services / List Claims from the menu bar. A List Claims search screen will be displayed.

2. Enter your search criteria.

3. Select SEARCH to list claims meeting your search criteria.

4. Select the underlined text in the relevant claim record to access the Display Claims screen for the selected claim. This screen allows you to:

   • Update and SAVE data (only a sub-set of the initial fields that were available on creation of the claim can be changed).

   • SUBMIT evidence for the claim.

   • Specify and SAVE other estates where this claim is a joint claim against more than one estate.

   • Print the claim using the PRINTER FRIENDLY button.

   • Withdraw the claim.

To withdraw the claim:

• Select the WITHDRAW CLAIM button on the Display Claim screen.

• Enter a reason for the withdrawal in the Withdraw Claims screen.

• Select SUBMIT. The claims list will be displayed. The withdrawn claim will still be listed, but it will have a claim status of 'Withdrawn' and cannot be updated.

Once your user account is activated, you can:

• Change your password.

• Specify how often your password will expire.

• Change your secret question / answer.

• Change your email address.

Procedure

1. From the Welcome to ITS Home Page, select Logon Details / Change Logon from the top menu bar to display the Logon Details screen.

2. Update the fields as required.

   Notes:

   • To change your password, enter your new password in the Password and Confirm Password fields. Your password must be a combination of letters and numbers and be between 7 and 255 characters long. Passwords are case sensitive.

   • To regularly expire your password, leave the 'Expire My Password after' check box checked and specify how many days before the password expires (between 1 and 99 days), or check the 'Never Expire My Password' if you do not wish to change your password at regularly defined intervals.

   • Use the pick lists to select a secret question and an answer to the secret question. These questions will be used as a security feature to aid in identifying you, if required.

   • To change your email address, enter the new address in the Email field.

3. Select the SAVE button. A confirmation message will be displayed.

If you have forgotten the password for your account, you can request a new password. The system will generate a new password and email it to the email address set up for your user account. Once you receive the email, you can then logon.

For security reasons, when you logon with the password emailed to you, the system will immediately make you change your password again.

Procedure

1. From the Welcome to ITS Home Page, select the Logon button to display the Logon screen.

2. Select the underlined 'Forgot My Password' hyperlink to display the Reset My Password screen.

3. Enter your User Name. You must enter a valid User Name.

   Note: User names are case sensitive.

4. Select SUBMIT, then enter the answer to your secret question (not case sensitive).

5. Select SUBMIT. The Logon screen will be displayed and a new password will be sent to the email address specified in your user account.

6. After you have received your new password, log on using the password that was emailed to you. The Change My Password screen will be displayed to enable you to change the password emailed to you immediately.

   Note: Your password must be a combination of letters and numbers and be between 7 and 255 characters long. Passwords are case sensitive.

7. Complete the User Name, Current Password (i.e. the one emailed to you), New Password and Confirm Password fields in the Change My Password screen.

8. Select SUBMIT. The Welcome to ITS Home Page will be redisplayed.

When you first request a User ID, you are given the option to create a single user account, or an organisation account which enables you to add and administer multiple users and branches for your organisation.

The person who sets up the organisation account becomes the user account administrator for that organisation.

The procedures in this folder can only be carried out by an organisation's administrator. The administrator can, for their organisation:

• Add new users.

• Search for users.

• Administer users (modify, lock, unlock and remove).

• Add branches.

• Maintain branches.

Note: If you want to assign the user to a branch, you must create the branch first.

1. Select Admin/Security / Register User Account from the menu bar. The User Account Detail screen will be displayed.

2. Complete the fields on the screen. Fields on the screen marked with a red asterisk (*) are mandatory. If you want to specify a different address for the postal address, uncheck the 'This is also the postal address' box to display another set of address fields. To assign the user to a branch, select a branch from the Branch field pick list.

3. Select SAVE.

   Note: If you enter an email address that has already been registered in the system, a warning message will be displayed on the screen. Select the SAVE button again to continue.

   For example, this will occur if two individuals wish to have separate user accounts but are sharing a common email address, or in an organisation where all email goes to a single email address.

4. An email containing an activation code will be sent to the email address specified for the user. The user will then use this activation code to activate their account using the ACTIVATE ACCOUNT option from the Welcome To ITS screen.

1. Select Admin/Security / Search User Accounts from the menu bar. The Search User Account screen will be displayed.

2. Enter one or more search criteria, then select SEARCH. The users matching your search criteria will listed on your screen.

   Note: You can leave the criteria fields blank to retrieve all the users for your organisation.

3. To view the details of a user account, click on the hyperlinked user name.

1. Select Admin/Security Search / User Accounts from the menu bar. The Search User Account screen will be displayed.

2. Enter one or more search criteria, then select SEARCH. The users matching your search criteria will listed on your screen.

   Note: You can leave the criteria fields blank to retrieve all the users for your organisation.

   • To lock or unlock a user account, check the box next to the user record, then select GLOBAL LOCK or GLOBAL UNLOCK as appropriate.

   • To remove a user, check the box next to the user record, then select REMOVE. The system will prompt you for confirmation. Select YES to remove the user record.

     Note: A user record must have a status of 'Pending' (i.e. never activated) or 'Locked' before it can be removed.

   • To view and/or change the details of the user account, click on the hyperlinked user name to access the User Account Detail screen.

1. Select Do it Online / Maintain Branches. The Branches screen will display all current branch records.

2. Select the ADD button to display the Branch Details screen.

3. Complete the fields. Fields with a red asterisk (*) must be completed. If you want to specify a different address for the postal address, uncheck the 'This is also the postal address' box to display another set of address fields to complete.

4. Select SAVE. The branch can now be selected from the Branch field pick list in the User Account Detail screen (when adding or maintaining users) to allocate users to the branch.

1. Select Do it Online / Maintain Branches. The Branches screen will display all current branch records.

2. Click on a branch name hyperlink to display the Branch Details screen for the selected branch.

3. Make your changes.

   Note: If you make any changes, you must enter a reason for the change(es) in the Notes field.

4. Select SUBMIT to save your changes and return to the Branches list screen.

1. Select Do it Online / Update Organisation Details. The Update Organisation Details screen will display the current details for the organisation.

2. Make your changes.

   Note: If you make any changes, you must enter a reason for the change(s) in the Notes field.

3. Select SAVE. A confirmation message will be displayed.

Payment Details

To enter your dividend payment preferences should there be a payout:

1. Select the PAYMENT DETAILS button.

2. Select 'Cheque' or 'Direct Credit' from the Preferred Payment Method field pick list.

   • If you chose 'Direct Credit', further fields will be displayed for you to enter your bank details.

   • Complete the bank detail fields. Fields with a red asterisk (*) are mandatory.

3. Select SUBMIT to save your payment preferences and return to the Update Organisation Details screen.