EE-Sign
Previously EE-Sign was requesting the user to accept the authorization whenever users reopen a file that was previously authorized. Moving forward when a document has already been opened and the EE-Sign Consumer Disclosure is accepted, the users will not have the reaccept the authorization when they open the document.
General
We added a KYP History table within the offering, to the advisor version of the portal. This new history table will give advisors visibility to KYP related changes within the offering.
We made a global change to one of the Reference Definition in Trade Confirmation s and the Activity statement. Previously RI definition was displayed as : “This security is from a related or connected issuer of the firm” and now the updated definition is “This security is from a related and/ or connected issuer of the firm”.
A toggle was created to control BCCing for investor contacts within the Contact tab, email communication can be sent to investor contacts separate from the “trusted contact person” toggle. This toggle will allow users to send email communication to these individuals without having to record them as 'Trust Contacts'.
Created a new checkbox in investor profiles for users to record individuals as 'Vulnerable Contacts'.
Withholding tax now automatically applies on Income, Interest, ROC, Sale, and Redemption transactions. It does NOT apply to DRIP, Buy, Transfer in/out, Fees, New/End Position and Trailer.
Accounts designated as inactive are no longer included in the performance report statements Investment Performance Report (by Account) and Investment Performance Report by Account (Information Table).
Transaction batches, Offering Securities, Investor Overview - Securities Held by Table can all now display negative positions. Previously negative positions in these areas were rounded up to “0”
Bug Fixes
The issue preventing assistants from viewing the calendar in the Sales Dashboard has been fixed.
Users are no longer experiencing difficulty when attempting to create new investor profiles individually.
Bug causing 500 Server Error when trying to create ‘End Position’ and ‘New Position’ transactions has been fixed