Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

PSC entry dates

The PSC entries have 2 dates that need to be recorded within the register: the date of becoming a PSC (e.g. beneficial interest was transferred on 01/02/2024) and the date that this is physically entered into the registers (e.g. 13/02/24 when the stamped stock transfer form was received and could be entered into the registers) – often two separate dates as this entry cannot be backdated.

  • There is no way to record both these dates in the PSC register.

  • And the PSC01 form section 8 can only be amended by using the edit-XML function – this needs to be fixed.

  • This also needs to pull through correctly on the print of registers as well.

  • Lexi Dew
  • Feb 16 2024
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