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MANAGE YOUR HOLDINGS

Automic Investor Portal

Automic Group is IVE Group’s share registry and employee share plan management administrator.

The Automic Investor Portal provides you with a self-serve platform to access your IVE Group employee share plan details, holdings, payments and tax history, sales and transfers, communications, and forms.

phone icon1300 288 664 (within Australia)

The IVE Group information phone line is available at the following times:

AEST/AEDT: 8:30 AM to 7:30 PM, Monday to Friday

How do I register?

Following your acceptance you be provided with details of your holding, and can then follow the steps below:

1. Visit the Automic Investor Portal by clicking Register now.

2. Type in and select "IVE Group Limited" in the Company Name Field ensuring that you click on the Company name from the drop-down list.

3. Enter your Securityholder Reference Number.

4. Enter your first name as your partial name, postcode OR country of residence (only if outside Australia).

5. Tick the box "I'm not a robot" and then select "Next".

6. Complete the prompts to set up your username and password details.

Frequently asked questions

 If you need assistance with registering, please refer to our video walkthrough available here. 

 If you need help setting up MFA, changing your MFA preferences, or adding additional methods, you can watch our step-by-step video walkthrough here. 

 Not yet, but the Automic Investor Portal is mobile responsive, meaning it adapts seamlessly to different devices for a smooth and intuitive user experience. We are planning to release a mobile app in the future, so stay tuned for updates. 

 No, you don’t need to create separate accounts for each holding. You can add additional holdings, such as a broker-sponsored HIN or an issuer-sponsored SRN, to your existing Investor Portal account. Simply click on “Add Holding” from either your Portfolio page or your Employee Plan dashboard. 

Transferring shares to your brokerage account is straightforward with Automic. Since Automic’s single platform manages both share registry and employee share plans, your Securityholder Reference Number (SRN) remains the same across your equity awards and ordinary shares.

Once you’ve received confirmation of your ordinary shares, you can use the same SRN to request a transfer to your brokerage account.

 Yes, if you have multiple holdings under different SRNs and would like to consolidate them into a single holding, please email us at esp@automicgroup.com.au, and our team will assist you with the process. 

If you're experiencing issues transferring shares from your SRN to your HIN, it’s important to check that the name and address details on your SRN exactly match those on your HIN. Even small discrepancies can cause issues.

If the details don’t match, let us know by emailing esp@automicgroup.com.au, and we’ll help update the name or address on your holding to ensure the transfer process

goes smoothly. Minor cosmetic changes usually don’t require any supporting documents. However, for more significant updates, we may request documentation to process the change on your behalf.

For further guidance on completing the transfer, here are links to broker help pages:
NAB Trade
CommSec
CMC Markets

The difference lies in how your shares are held:

· CHESS-Sponsored Shares These shares are held through a stockbroker and registered with the Clearing House Electronic Subregister System (CHESS). They are assigned a Holder Identification Number (HIN), which is unique to you and your broker.

· Issuer-Sponsored Shares These shares are managed directly by the issuer’s share registry and are not linked to a specific broker. Instead, they are assigned a Securityholder Reference Number (SRN). Issuer-sponsored shares can still be traded through any broker, provided you meet the broker's conditions.

Both types allow you to manage and trade your shares, but the key difference is whether the shares are associated with a broker (HIN) or the issuer’s registry (SRN).

Yes, Automic offers an employee share sale facility that allows you to sell shares without needing your own brokerage account. To access this feature, log in to the Investor Portal and click on “Transact” from the left-hand menu.

Before proceeding, please review Automic’s Financial Services Guide and Terms and Conditions, and ensure your sale complies with IVE Group’s Securities Trading Policy.

The sale facility provides important details, including:

• An estimated net sale proceeds including applicable fees based on the current market price of IVE Group Limited’s shares.

• The expected timeline for receiving sale proceeds in your nominated bank account.

Please note that the final sale price may vary due to market conditions and other factors.

 You can update your address, communication preferences, tax, and payment instructions by clicking on “My Details” from either the plan or portfolio screens. 

 Automic has an Employee Share Plans Knowledge Centre, which provides educational resources to help you understand ESOPs. It includes FAQs, terminology definitions, and other helpful information. 

 You can contact our support team at: 

 Phone:   1300 288 664 
 Email:   esp@automicgroup.com.au