Capabilities

Reach delivers FinSettle for Quorvo acquisition of Decawave

Qorvo® (Nasdaq:QRVO), a leading provider of innovative RF solutions that connect the world, completed its acquisition of Decawave, a pioneer in ultra-wideband (UWB) technology and provider of UWB solutions for mobile, automotive and IoT applications.

Go to our FinSettle page to discover more about our digital services for mergers and acquisitions.

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Reach delivers an Indicative Buy-Back Calculator for UBS to maximize investor participation in $314M IAG Off-Market Share Buy-Back

Insurance Australia Group Limited ("IAG") conducted the capital management initiative in 2016. It was settled in November of 2018. The buy-back was considered an off-market buy-back for the purposes of the Income Tax Assessment Act 1936 (Cth). Under the advice of UBS, IAG provided their interested investors with a facility on their buy-back microsite that let them calculate and model various tax-back scenarios under the scheme.

Go to our Reach Capital page to discover more about our digital services for capital management initiatives such as Off-Market Share Buy-Backs.

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Reach deliver a sophisticated information portal to support Economical Insurance policy holders through a long and complex demutualization

Eligible policyholders have the unique chance to participate in the conversion of Economical to a widely-held company with common shares after more than 145 years as a mutual company.

Go to our Reach Capital page to discover more about our digital services for capital strategies like demutualization's.

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Australian health insurance company, NIB, used a digital-first transaction strategy to save over $100,000 in print and postage expenses

NIB launched a Share Purchase Plan using a digital-first strategy and realized a huge $100,000 saving on their print and postage costs. 81% of applications were taken online. The offer was 100% over-subscribed. What’s more, the registry received 1,000 new email addresses and a reminder email triggered a 45% uptick in funds over the last four days of the offer.

Go to our Reach Capital page to discover more about our digital services for Share Purchase Plans.

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Based in Luxembourg, TD Bank‘s Direct Investing Division faced global jurisdictional challenges onboarding new account holders

Reach delivered a compliant onboarding solution for TD Directing Investing. The solution involved a complex account opening and onboarding workflow that navigated the jurisdictional challenges of a global marketplace, all while making it as easy as possible for their interested investors to open accounts.

To learn more about our bespoke software solutions and onboarding capabilities connect with a Reach representative through our software page.

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Reach has developed Atribo - a proprietary digital Wealth Distribution software

Reach Atribo enables firms to quickly and easily distribute Offers to their Advisors who can, in turn, gain Expressions Of Interest (EOIs) or fill an Allocation from a Book of relevant investors. Using the latest in reply processing technology, the software makes the whole process virtually instantaneous.

This exclusive Software as a Service (SaaS) offering is only available through Reach. To arrange a demonstration and learn more about how it might apply, please request a call via our Software page.

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TaxPortal technology is deployed on the PepsiCo SodaStream deal with outstanding results. Serving the needs of the Investors, Brokers, Registry, and the Tax Office, TaxPortal changes the game on cross-border deals

An Israeli Tax Authority representative declares, "From now on we will only use a digital service".

In this Case Study we improved the application defect rate from 18% to less than 1%, greatly reducing costs of delivery and processing time. Brokers can see the status of client tax applications in real-time. Recommend TaxPortal to your deal team today.

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As demand for LICs increase, it’s important that interested investors declare their tax status. Reach makes FATCA/CRS declarations a simple step at the point of investment

We have developed electronic tax certification forms into our transaction sites so that tax declarations can occur at the point of purchase. Reach’s tax application forms use advanced workflows to present investors with as few steps as possible and support each question posed with details to explain the information requested. This has led to remarkable reductions in errors and the time spent trying to correct this information.

Go to our Reach Capital page to discover more about our digital services for capital raisings and our tax application forms.

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We have digital W8/W9 tax forms in our US transaction sites, achieving clean, accurate data at the point of sale

Reach has developed electronic W8/W9 tax forms to capture compliant data from investors at the point of transaction during secondary capital raisings and other corporate actions. This has resulted in 98% accuracy of data in form submissions and has significantly reduced the amount of time spent trying to correct mistakes in paper tax applications.

Go to our Reach Capital page to discover more about our digital services for secondary capital raisings.

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When shareholders are entitled to proceeds of a sale through a public M&A – you and your client need a FinSettle application

Firstly, Reach offers Bidders a self-contained transaction portal that is deployed as a short-term extension of a corporate website for the duration of their transaction. Set up in a matter of days, the microsite offers target shareholders instant access to information and support.

The site then converts to an acceptance and election portal to digitally capture shareholder instructions, payment details and any required certifications or attestations.

Go to our FinSettle page to discover more about our digital services for mergers and acquisitions.

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When shareholders are entitled to proceeds of a sale through a private M&A – you and your client need Reach's FinSettle for Paying Agent processing

Reach FinSettle offers digital Paying Agent services that fully automate the outreach to target shareholders to capture their instructions, certifications, etc, and greatly reduce the time and cost it takes to wrap up the deal. FinSettle provides real-time dashboards and reporting, allows automated reminders to stragglers and generates priority lists for follow-up.

Go to our FinSettle page to discover more about our digital services for mergers and acquisitions.

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During corporate restructures when shareholders and employees are entitled to cash, stock and/or other elections – you and your client need FinSettle

Reach FinSettle offers clients undertaking a restructure a tailored, self-contained transaction portal that is deployed as a short-term extension of a corporate website for the duration of their transaction. Set up in a matter of days, the microsite offers shareholders instant access to information and support through a completely electronic processing of their entitlements.

Go to our FinSettle page to discover more about our digital services for mergers and acquisitions.

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Electronic onboarding - Is your off-the-shelf new account opening experience causing lost business?

If your sales and marketing teams are doing their job but your potential new clients are faced with an online application form that is difficult to use and not mobile friendly, there is a good chance you’re experiencing high drop-out rates. This could be costing you much more than that of optimizing your form.

Reach can help you design a digital onboarding experience that will strike the right balance between engagement and collecting the required data from your prospect. Don’t waste another missed opportunity – talk to our experts today.

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Reach launches BookSearch, a web application that provides a simple online service for lost accounts to reconnect

Maintaining a book of clients over years is never easy. Divorces, deaths and relocations can lead to lost connections with managed funds and other investments. BookSearch offers a simple facility designed to help holders and beneficiaries to reconnect with their accounts.

Service providers who deploy the technology can offer an unclaimed monies search or lost account lookup from their site. They can choose how and when to promote the facility and run a campaign or host it annually. Efforts to reconnect lost money is an exercise in best practice Corporate Governance and it can reduce the burden and risk of carrying inactive accounts.

A 'search' takes as little as 90 seconds to complete, and it also supports those people searching on behalf of another. Requests are managed through a secured online workspace that allows an agent to verify someone’s identity and reconnect them.

Contact us to learn how AMP Limited used BookSearch to reconnect with over 15,000 lost shareholders.

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Are you planning to list an Investment Company, or ETF? Reach can include electronic CRS/FATCA in your Offer application forms so that investors can easily certify when they invest

We have developed electronic Tax, AML, KYC certification forms within our transaction sites so that declarations can occur at the point of purchase. Reach’s application forms use advanced workflows to present investors with as few steps as possible and support each question posed with details to explain the information requested. This has led to remarkable reductions in errors and the time spent trying to correct this information.

Go to our Reach Capital page to discover more about our digital services for capital raisings with tax application forms.

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If you are planning a corporate action, we recommend learning about the range of short-term, compliant transaction sites we can provide to quickly and easily get you going

Reach offers a range of ready-to-deploy, yet customized, transaction information websites and electronic processing facilities to optimize the efficacy of the action taken. Providing a centralized and official source of online information about the action, these sites have become a key component of the corporate communication strategy.

Our sites are beautifully designed to support your brand and to keep your shareholders and/or potential investors engaged with any application process. All our clients are provided with on-demand support from a dedicated web services team that is available to handle any changes or adjustments to the facility during your event.

To learn about our range of Capital & Equity related web products, please go to our Reach Capital page.

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Do you incentivize your staff with stock options or want to make a share purchase plan available? Reach can design an online transaction facility to support plans with multiple levels and multiple streams to meet your exact needs

Offering stock options to employees as part of their remuneration and benefits package can set your business apart when trying to attract and retain the right talent. The process of onboarding employees into new plans and helping your staff to manage their options as your business grows can be streamlined and simplified with the latest in online technology. At Reach we specialize in making even the most complex applications simple and easy to complete – no matter how personalized you’d like your plan to be, Reach can help design a facility for a single intake or work with you to establish a long-term, reusable asset that can serve your business and employment needs over time.

Head to our Reach Capital page to discover more about our digital services for leveraged stock options and employee share purchase plans.

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No matter the objectives of acquisition, we can help inform your holders and process their entitlements or elections quickly

Whether Private or Public, On Market or Off Market – Reach can support your acquisitions with a branded digital transaction microsite that operates as a short-term extension to your company website for the duration of the deal.

This unique solution comes with a cloud-based workspace that allows your cross-organizational Deal Team to manage and monitor the progress of target holder participation in real-time. Leveraging the latest in online technology, we can capture cash/stock elections; handle any escrow; capture required tax forms and verify payment instructions for treasury. By equipping your team with this technology you will achieve outstanding savings, reduce the time to settlement, and gain valuable business intelligence to inform your decisions during these transactions.

Go to our FinSettle page to discover more about our digital services for acquisitions.

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Our compliant sites are designed to process investor participation as quickly as possible with minimal steps

Take a minute to explore the following user journey maps on these equity and entitlement facilities to understand how simple these sites are to use.

For Issuers looking to learn more about these sites, please visit our Reach Capital page to see the journey maps.

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We’re pleased to announce that a new service for Private Equity investments is coming soon

Exclusively available to Issuers registered with Computershare, the exchange will make it possible for investors to buy and sell private stock through an exchange portal.

Recent changes to information exchange protocols have enabled Reach to develop a solution that allows Issuers of private equity to provide their investors with greater liquidity through a buy and sell exchange portal, administrated instantly by Computershare.

Inside the exchange portal, existing investors can sell their stock at any time, notifying other stockholders and potential investors when equity becomes available. The private exchange allows Issuers to retain ownership control and protect the value of their stock against typical market influences, whilst also testing demand and price.

For more information about this solution please connect through our Software page.

Are you spending too much time chasing clients to complete paperwork?

If your firm manages a significant number of clients, it might be time to consider the value of digitizing your ‘response-required’ communications. Reach has a proprietary system, purpose built for financial services companies, that leverages reply processing technology and secured online forms to simplify the client-side administration process.

Using this system, you can send requests to complete forms, capture acknowledgements, register interest, collect missing documentation, or register a choice from a list of options. The system allows you to see responses from these communications, send reminders and escalate for calls.

If you’re suffering from paperwork overload talk to Reach about how this digital technology can reduce the burden on your practice.

For more information about this solution please connect through our Software page.