Add assets – unlisted and foreign

When adding unlisted or foreign direct equities, hybrids, unit trusts or derivatives, simply type the Stock Code and Asset Name manually.

Note: Mclowd may attempt to update the Stock Code to one in its database. Simply ignore the dropdown list and proceed with manual entry.

Be sure to select Unlisted as the listing status (even if the entity is listed on a foreign exchange. For Mclowd’s purposes, “listed” means listed on an Australian exchange).

Mclowd asks for a Holder Number (this is optional).