Issue 1 6 December 2007
welcome to the first monthly newsletter from Præmium!
As Præmium's functionality and number of clients continues to grow, we thought it was time to provide you with a regular update to keep you informed about new developments, user-tips and servicing updates from Præmium. If there is anything in particular that you’d like to see in the newsletter, please let us know.
It also seems a good time to reflect on the achievements of the past year as we head into the holiday season and towards the New Year. 2007 has been busy year and we have continued to deliver more functionality for our clients including:
- Adelaide Bank direct cash feed
- Desktop Super software integration
- Superannuation member contribution splits
- ATO share trader mark-to-market capability
- SMA margin lending increased functionality
- Launch of our new live market data system, p-Desktop
To help us continue to deliver the best possible service to you, you will soon be contacted by our staff as part of a Customer Satisfaction Survey. This is an opportunity for you to give us feedback on the service you receive now and let us know what we can do over the next year to help you and your business.
Thank you for your support through out the year and I look forward to continue working with you into 2008.
Have a merry and safe holiday season.
Arthur Naoumidis
new! interface with GBST
V-Wrap now seamlessly integrates with GBST; delivering even greater efficiency and cost savings.
If you use a broker which clears through a GBST system, you will no longer need to manually reconcile holding positions and transaction details for each of your clients. The interface with GBST now means that data is transferred securely from GBST to V-Wrap delivering:
- Seamless integration of holdings positions for equities and exchange traded options
- Multi-account reconciliation to enable you to review any mis-matched holdings by exception
- Auto-confirmation of Dividend Reinvestment units to the actual number issued
To activate this service, please advise your broker that you are a Præmium user and wish to utilise this service. Your broker must clear through GBST.
For more information, download:
or contact Præmium's Client Support team for a list of GBST's broker clients.
developments in testing
We are pleased to advise that the following enhancements are currently being piloted with a sub-set of clients:
- Automated Macquarie CMT interface
- Automated ANZ V2 interface
- COIN and VisiPlan download
The piloting process allows the functionality to be tested by real clients so that issues can be resolved before general release.
We expect that these developments will be released shortly, so keep your eye out for a system message for further information.
action since the præmium user groups
Thank you to all those who participated in the User Groups during September and October. We received great feedback from all those who attended and are pleased to announce that we have already taken action on some of the key points raised.
So far, the following new functionality has been released:
- Yield override functionality allowing you to edit and delete yields
- System message pop-up boxes have been removed, and we can now attach documents to the system messages to provide you with more detailed Corporate Action information or help sheets
- Addition of an 'unconfirmed' category to the cash book member allocation screen for superannuation fund contributions, rollovers and withdrawals, enabling you to record these transaction types without a member allocation and readjust later as required
- Member names are now displayed in the cash book superannuation member allocation screen.
We will continue to run User Group forums through-out 2008 and will announce their dates via this newsletter.
christmas servicing hours
As usual, Præmium’s Client Support team will be available to answer your queries via phone and email during the Christmas season. Our opening hours will be as follows:
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* Times shown are Australian Eastern Daylight Time (AEDT)
recent announcements
In case you’ve missed announcements from Præmium over the last month, you can view them by clicking the links below:
- Præmium signs Prime Financial Group Ltd (4 December 2007)
- Præmium strikes deal with leading UK Platform Provider (23 November 2007)
- Præmium signs Evans & Partners (5 November 2007)
- Præmium selected by UBS Wealth Management (2 November 2007)
You can view ASX Announcements at any time by visiting our website.
in this issue...
tip of the month!
entering DRPs
When you are adding DRP details into the Dividend Reinvestment Detail screen, make sure you enter the date of purchase within the ‘from’ date rather than leaving it as ‘at inception’.
If you leave the ‘from date’ as ‘at inception’ and the ASX has re-used the security code, the system will automatically return the first company that used that ASX code.
For example, if you enter ‘AMP’ with a date of ‘as at inception’, the system will return AMPOL Limited rather than AMP Ltd.
staff member profile
Mini Deb
Corporate Action Supervisor
How long have you worked with Præmium?
Since May 2006
What are your key responsibilities?
As Corporate Action Supervisor, my primary responsibility is to ensure that the system is updated with all corporate actions in a timely manner. In addition I provide training to clients and answer client queries via phone or email.
What is your career background?
I have worked primarily in Client Services throughout my career, but in industries ranging from Hospitality to Outsourcing to the Investment Sector. I also had a brief stint working in Human Resources for an IT company.
What was your first job and how much were you paid?
My first job was as the Rooms/Front Office Manager (at age 21) of a small resort near Harare in Zimbabwe. I was paid 1500.00 Zimbabwe Dollars a month with accommodation and board provided at the resort.
What book are you currently reading?
The Lollipop Shoes by Joanne Harris
Præmium will never ask for your password via email, furthermore, we will never call you directly and ask for these details.
All such communications should be directed through our Client Support team on +61 3 8622 1222