Being connected with EdgeLink makes the sharing of Issuer information and updates easier and more efficient for any connected partner than ever before!
Issuer updates are only communicated Issuer to Dealer. Dealer changes are not communicated to the Issuer.
If any details within the Issuer Profile are updated, an EdgeLink update is sent to any connected party of your Offering.
*Note: An EdgeLink update will be sent to the connected party when any of the following settings within an Issuer are updated except for the Advisor Viewable toggle.
Main Address
Contact
Name
Primary
Alternate
Date of Formation,
Financial Year-end
Legal Entity Identifier
Head office
Sector
Jurisdictions
Cheques Payable To
The update to the connected party would display the below detail in their EdgeLink Pending Updates table:
Request Type - Issuer Update
Company - Name of Connected Party
Updated On - Requested Date
Updated By - Initiator of the change
Details - a summary of the original and updated data
Action - Accept or Decline
Connected Party Receiving the Offering Update
Any change or update to the Issuer would need to be reviewed by the receiving party in their EdgeLink "Pending Updates" table - to either be accepted or declined.
If available, clicking 'Review' on the pending update would display the changed information for you to review. Connected users could either accept or decline the update.
Accept
When clicked, the information in the receiving party’s system is updated.
Decline
When clicked, the Offering information is not updated and the notification goes away.