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Unlisted and foreign assets – opening balances

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 reflect one in its database. Simply ignore the drop-down list and proceed with manual entry.  Be sure to select Unlisted as the listing status. (A Holder Number will be requested, however this is optional).