How do I enter an Authorisation Code for another user?

If you are the primary account holder and have already entered your Authorisation Code, you will see the following banner in the Investor Portal:

• Title: "You're almost ready to invest!"

• Body: "We've received your authorisation to setup your account and it just needs approval from the other registered account holders to finalise."

• Button: "View authorisations" shows each account holder's status (Green = Authorised or Yellow = Awaiting Authorisation)

The remaining account holder(s) must complete the following steps:

1. Log in to the Investor Portal using their own email address and password.

2. If they have not accessed the portal before, they must first register using the email address provided during onboarding.

3. To create a password for their first login, select Forgot Password and follow the prompts to set a new password.

4. Once logged in, enter the Authorisation Code that was sent to their email address.

Once all registered account holders have entered their Authorisation Codes, the account will be opened and available to view in the Investor Portal.