Unlisted Unit Registry Services

BoardRoom provides an extensive range of managed fund services for listed entities on the ASX, NSX, and SSX, as well as unlisted entities, including proprietary companies, unlisted property trusts, equity funds, and organisations considering an IPO.

Unlisted managed funds, trusts, and bonds can experience the benefits of our industry- leading service.

At BoardRoom, we don’t believe there are one-size-fits-all solutions when it comes to outsourced fund registry management. Whether you’re an equity fund, a property trust, or a bond product, we’ll tailor our unit trust registry service solution to fit your needs. We work with some of Australia’s largest Property Fund Managers to provide the best possible service for a wide range of clients, big and small, across diverse industries.

There are several important reasons to outsource your fund or bond registry management.

1. Investor Expectations and Demand

The biggest reason fund managers outsource unit trust registry services, fund or bond registry management is because of investor demand. Investors require more information on the fund’s operational practices and are more interested in all parties connected with the fund, investment portfolio, as well as environmental, social, and governance factors. This is especially true for investors with diversified portfolios.

2. Regulatory Requirements

Global initiatives such as Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS), combined with the introduction of General Data Protection Regulation (GDPR) and rising Anti Money Laundering (AML) standards, have made regulatory requirements increasingly complex. This increase in complexity creates larger reporting obligations on fund managers. Outsource your fund registry management to BoardRoom and leave the difficult and time-consuming duties to us, giving you more time to focus on aspects of your business that need your direct attention.

At BoardRoom, we provide high-quality, flexible, day-to-day registry solutions with self-service capabilities, so you can manage your register when and how it suits you. Our online portals and application sites are fully integrated with our registry platform, giving fund managers, investors, and advisers up-to-date access to reports and holding information at all times. Our registry team works closely with our compliance division, so you can be confident you’re complying with statutory and legislative reporting requirements.

Think you could benefit from a fund registry service provider like us? Reach out to BoardRoom today to outsource your unit trust registry service. We are more than happy to arrange a free demo or answer any additional questions you may have.

We’re here to help

Madeline Doran - Business Development Manager

Madeline Doran
Senior Business Development Manager

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Securityholder Portal

InvestorServe is the key destination for security holders to manage their holdings.

Designed with a focus on ease of use and user experience, our clients’ security holders have 24/7 access to a wide range of self-service options to manage their investments. InvestorServe allows for managing and linking holdings, updating personal information, accessing historical data, and completing online forms. The InvestorServe portal is fully customisable, and branding can be tailored to each client’s needs.



Client Portal

ClientOnline is our market-leading online registry and employee equity plan software.

The portal utilises the latest technologies to allow clients to access their key information quickly and accurately. Intuitive and secure, our registry and employee equity plan software provides real-time detailed information, including register snapshots, key alerts, and access to a number of detailed reports.



Financial Adviser Portal

AdviserServe provides financial advisers quick and easy access to their clients’ investment portfolios, transaction histories and payment histories.

Key benefits include live reporting, bulk statement downloads, tracking clients’ application statuses, visibility of service fees, and investment summaries.

Raize - Online application solution


Online Application Solution

RAIZE, our enhanced online investment application solution, provides a simplified investor journey with intuitive functionality, allowing a fast and straightforward process for investors to complete an application.

Fully customisable and tailored with branding, our clients have access to real-time analytics and self-service reporting by utilising RAIZE.

Frequently Asked Questions

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    What are unit registry services?
    Unit registry services provide Managed Investment Schemes (MIS) and Fund Managers assistance with managing and maintaining their investor records as required by the Corporations Act 2001. In addition, BoardRoom can assist with daily updating of transactions, such as applications, redemptions, transfers and switches, processing and recording AML/CTF and future distributions.
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    What are managed fund services?
    Managed fund services refer to the overseeing of a type of unit trust by a fund manager. The primary advantages of managed fund services are that you can leverage the expertise of experienced fund managers and generate more reliable profits on investments. BoardRoom can help with a variety of services, including unlisted managed funds, trusts, and bonds. Outsourcing your fund or bond registry management is important for several reasons.
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    What are unlisted managed funds?
    An unlisted managed fund, known as a Managed Investment Scheme (MIS), operates under a trust structure. Under unlisted managed funds, investors contribute money with many other investors in order to buy assets that are managed by a professional manager (Fund Manager).
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    What is the difference between listed and unlisted funds?
    Listed entities have a share price and are traded on a stock exchange (i.e. ASX). Unlisted managed funds are held in a private market and issue investors with units.
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    What is the difference between listed and unlisted property?
    Listed Real Estate Investment Trusts (REITs) are listed on a securities exchange. Unitholders can trade their units in the trusts the same way they would for their shares in a listed company. Unlisted property trusts are not listed on a securities exchange. Some unlisted property trusts require notification periods prior to withdrawing investments.
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    How can BoardRoom help in Unlisted Unit Registry services?
    At BoardRoom, we have extensive experience in the Unlisted Unit Registry space, working with some of Australia’s largest Fund Managers, and servicing a wide range of clients in diverse industries. Our experienced team and access to leading technology make us your go-to fund registry service provider and will ensure your Unlisted Unit Registry requirements are met. Our flexible platform allows us to tailor a solution specific to your needs. Contact us today to find out more about our Unlisted Unit Registry services.
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    Why choose Boardroom for your unlisted unit registry needs?
    We are a leading provider of unlisted unit registry services, offering tailored solutions for managed investment schemes and fund managers. With extensive experience, a flexible platform, and cutting-edge technology, BoardRoom is a trusted choice for managing and maintaining investor records, processing transactions, and meeting regulatory requirements for unlisted managed funds and trusts.

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