Issuerlink Features

• API (completed)

• Insider Documents

  • user agreements
  • conditions of use for them to e-sign
  • upload a photo of yourself for your internal company headshot
  • POA for trade reporting
  • they have to tell us about trades outside BT
  • maybe a separate doc for the CFO mapping out the insiders and such as previously communicated?
  • could assign initial authorities or SEC credentials (see EDGAR next 15 Sep 2025)

• Lambda to make an alphabetical shareholder list for AGM

  • get all asset codes for issuer
  • generate from code
  • figure out if shares in DE
  • compile all holder info (address, name, shares?) together
  • put all in one big PDF
  • determine how to format PDF as needed
  • email to issuer

• Corporate Reporting

  • One investor record - more info

    • determine if you want to do all the info at once
    • determine how to log that
    • disclose exactly what they can do with that info
    • determine what info is off-limits

  • Batch get investor records

    • filter out only PK, registration, and address
    • get booleans for if other data exists
    • transfer in bulk