01
Eight guided form paths
Mandates, records updates, transmissions, dematerialisation, consolidation and name changes with documentation prompts.
Broker service workspace / GRDS
Submit shareholder requests with confidence.
A dedicated portal for authorised stockbrokers to prepare client forms, monitor registrar review and reconcile dematerialisation requests from lodgement to completion.
8digital form services
24/7submission tracking
SECregulated registrar
Everything a broker needs to act for a shareholder.
Purpose-built queues and evidence-led forms reduce missing information before requests reach registrar operations.
02
Trace every submission
Search by client or reference, monitor review status and see when follow-up evidence is required.
03
Dedicated demat reporting
Track certificates lodged, units processed, CSCS credit status and ageing cases in one report.
A clear journey from mandate to confirmation.
Designed for daily broker operations and traceable client service.
01 / SELECT
Choose service
Start the correct form category for the client request.
02 / PREPARE
Complete details
Enter holding data and attach signed evidence securely.
03 / TRACK
Monitor review
Follow status, processing and any compliance follow-up.
04 / REPORT
Reconcile demat
Export certificate conversion outcomes and CSCS credit results.