Add your first investor to start the register and issue a bond certificate.
Key dates
Coupon payment dates, board meetings, AGM, Companies House filings, tax and insurance renewals. Items in the next 30 days are flagged.
Compliance register
AML reviews, financial-promotion approvals, ICO / data-protection, insurance and filing obligations, with review-due dates. Overdue and due-soon items are flagged.
Recent activity
The most recent actions taken in the system — who did what, and when.
Documents everyone on the team can download — 2-pager, brochure, Information Memorandum, term sheet, security document and more.
Add a document (admins only)
Admins can add and edit records. Viewers can see everything but cannot make changes.
Add a user
Share the email and temporary password with the person so they can sign in.
Bank-change approvals
Investors' requested bank-detail changes. Approve to apply them; reject to discard. The investor's current details stay in use until you approve.
Messages from investors
Sent through the portal contact form.
Client submissions
Clients introducers have submitted through their portal. Advance the stage as onboarding progresses — the introducer sees this live under “Applications”. Use “Convert” to create the investor record (keeping the introducer link).
Client
Introducer
Form
Amount
Submitted
Stage
Introducers
Distribution partners who introduce investors (e.g. GLS Capital). Assign an investor to an introducer on their record; funded amounts introduced are totalled here for commission.
Resources vault
Marketing materials, factsheets and forms shared with every introducer in their portal under “Resources”.
Bond series
The bond-series master — one row per series, with the fixed coupon dates, maturity, ISIN and charge number. Loaded from the Bond Master.
PNG or JPG — shown next to their name on the cards.
The distributor this agent sits under. Clients stay with the agent, so this can change freely.
Save the introducer first, then reopen to attach the agreement and other documents.
Upload the agreement PDF, place the fields, choose the signer and send — without leaving the IMS.
Bond notes
Define reusable notes (e.g. Note 8 at 13%). When you add a bond you pick a note and the rate, term and frequency fill in automatically. Existing bonds are never changed.
Add a note
Your profile
Your email is used to sign in. Your name and picture appear in the top bar and the Users list.
Edit user
To change this person’s password, use “Reset password” in the list.
Prepare reinvestment
Bond:
Minimum reinvestment £1,000 (or currency equivalent). This generates a pre-filled election and opens the e-signature flow. The actual send requires the e-signature integration to be live.
Send for signature
✓ The trustee report is attached automatically — just set the signer and continue.
Upload the agreement PDF (Word → Save as PDF is fine). You'll then place the signature/date fields and send.
Signature requests
New facility
Borrower
PNG or JPG — shown next to the borrower name.
Facility terms
Add investor
Holder
Entity & compliance
Joint / additional holders — up to 3 more, printed on the certificate
Correspondence contact (if different)
Registered address
Payment details (for coupon payments)
Custodian — for a direct applicant, pension or trust
Investor
Bond holdings
Documents & KYC
Coupon schedule
Upload document
Files are stored on the server and linked to this investor record. Keep original passports/IDs and bank letters here rather than in the browser.
Add subscription
GBP actually invested — auto-filled from the rate, editable to match your broker’s settled figure.
Pick a series to auto-fill the coupon rate, fixed coupon dates and maturity from the Bond Master.
Pick a note to fill the rate, term and frequency (or choose custom).
Fixed calendar dates the bond pays on. Set this + a maturity date to use the pro-rated fixed-date schedule (from the series). Leave blank to use frequency-from-issue.
The series maturity. Overrides the term-based date when set.
Interest is calculated in GBP and converted at payment; the certificate shows an indicative rate.
Auto-generated — editable.
Issuer details
These appear on every bond certificate. Fill in the blanks once and they carry across.
The date of the executed bond instrument the certificate refers to.
Sales targets
Provider service control
Support-only. Suspending immediately locks out all client users; your support login keeps working and no data is deleted. Use in line with the subscription agreement (give notice; the customer retains data-export rights).
Status: —
Import from application form
Upload a completed application form (PDF or a clear photo). We'll read it and pre-fill the details for you to check. Nothing is saved until you press Create.
Holder — please check
Payment details
Investment — please check
After you press Create, the investor is saved and the subscription form opens pre-filled — confirm it there to issue the certificate.