Our Services

BoardRoom provides an extensive range of 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 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, in diverse industries.

Outsourcing your fund or bond registry management is important for several reasons.

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 are requiring 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 FATCA and CRS, combined with the introduction of GDPR and rising AML standards, have made regulatory requirements increasingly complex. This increase in complexity creates larger reporting obligations on fund managers. Outsourcing your fund registry management provides you with the opportunity to 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

Download our service brochures

InvestorServe

InvestorServe

Securityholder Portal

InvestorServe is the key destination for securityholders to manage their holdings.

Designed with a focus on ease of use and user experience, our clients’ securityholders 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.

ClientOnline

ClientOnline

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.

AdviserServe

AdviserServe

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

RAIZE

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 unlisted managed funds?
    An unlisted managed fund, known as a Managed Investment Scheme (MIS) operates under a trust structure. 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 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. Unit holders are able to trade their units in the trust, 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, servicing a wide range of clients in diverse industries.

    Our experienced team and access to leading technology will ensure your Unlisted Unit Registry requirements are met and 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.