Technical notes

Shareholder information is only available for a 'Listed Annual' basis of preparation for New Zealand.

Change orientation

To change the orientation:

  • Click Orientation
  • Select Portrait or Landscape

Scale numerical values

To scale values if they do not fit within the column width:

  • Click the settings icon to the right of the table (Scale specific numerical values); or
  • Edit the table column widths

Applicable date

  • The shareholder information must be current at a date specified by the entity which is no more than 2 months before the annual report is sent to shareholders

Distribution of shareholders - Change number of decimal places

To change the number of decimal places for total shares issued percentage:

  • Click the Report options cog
  • Search for Shares, options and rights - Percentage of total issued 
  • Set the value between 0 and 5 decimal places
  • It is also possible to click the settings icons to the right of the table

Twenty largest shareholders

  • Under NZX Listing Rule 3.7.1(c) each class of quoted equity security should have a top 20 listing
  • If there are multiple shareholders that share the 20th position, there cannot be more than 20 shareholders in the top 20 as it would be misleading to the readers. The 20th position will need to be truncated, so the extra shareholder(s) would ‘drop off’, using logic such as: A-Z (our recommendation); retain the shareholders that were in the top 20 last year; or retain the shareholders that have held the shares the longest
  • For the 'Ordinary shares' table, '%' denominator is current period shares on chart of accounts row EQCOS in the 'equity - issued capital note' (in notes) plus Shares issued since period end in the Report options cog.

Twenty largest shareholders - Change number of decimal places

To change the number of decimal places for total shares issued percentage:

  • Click the Report options cog
  • Search for Shares, options and rights - Percentage of total issued
  • Set the value between 0 and 5 decimal places
  • Alternatively, click the settings icons to the right of the table

Substantial product holders

  • The names of substantial holders in the entity, and the number of equity securities in which each substantial holder and the substantial holder's associates have a relevant interest, are required, as disclosed in substantial holding notices given to the entity
  • If a substantial holding notice discloses that related bodies corporate have the same relevant interest in the same number of equity securities, the annual report need only include the name of the holding company
  • Substantial holdings are those of with 5% or more of the total votes attached to the voting shares or interests in the entity

'% of total shares issued' denominator is current period shares in the 'equity - issued capital note' (in notes) plus Shares issued since period end in the Report options cog.

To change the percentage to be calculated or manual:

  • Click the settings icon to the right of the table
  • Set Substantial holders percentage of total - calculated to Yes or No