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Leverage specialised knowledge from finance and accounting professionals to ensure compliance and accurate reporting.  

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Scalability and flexibility

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SHAREHOLDER REUNIFICATION SERVICE

Reunite Shareholders. Reduce Risk.

Locate lost shareholders, cut mailing costs, and reduce fraud with Automic’s Shareholder Reunification Service.

The Challenge

Across Australian markets, thousands of shareholders have become disconnected from their investments. These lost or uncontactable holders create unnecessary mailing costs, weaken shareholder engagement, and increase exposure to fraud and governance risk.

At the same time, regulatory and ESG expectations are rising. Issuers are expected not just to comply, but to demonstrate active stewardship of shareholder assets.

Automic’s Solution

Automic’s Shareholder Reunification Service helps issuers proactively locate and re-engage lost shareholders, improving register quality while delivering immediate operational and risk benefits.

The service goes beyond compliance to support stronger governance, improved security, and better shareholder outcomes.

Issuer Benefits

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Reduce Costs

Lower ongoing mailing and administration costs by cleaning the register and supporting regulatory relief.

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Reduce Fraud Risk

Shrink the pool of dormant accounts that attract fraudsters by improving data quality and shareholder engagement.

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Improve Governance

Demonstrate responsible stewardship, protect shareholder rights, and strengthen trust with investors and regulators.

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Re-engage Shareholders

Reconnect investors with their assets and enable participation in votes, communications, and corporate actions.

How It Works

Automic's approach enables issuers to proactively manage lost shareholders, reduce risk, and demonstrate strong management of shareholder assets.

1
Specialist searches conducted with trusted asset recovery partners
Automic works with experienced, reputable asset recovery specialists to conduct thorough searches for lost or unresponsive shareholders. These searches draw on multiple trusted data sources and are designed to meet regulatory expectations for reasonable search efforts, while minimising disruption to issuers and shareholders.
2
Database scanning to identify alternative contact details
Advanced database screening is used to identify updated or alternative contact information where original details are no longer valid. This process helps confirm whether shareholders can be re-established using verified, contemporary data sources, reducing reliance on manual processes and improving accuracy.
3
Coordination with CHESS participants to update records
Where updated information is identified, Automic coordinates with relevant CHESS participants and registries to facilitate the correction of shareholder records. This ensures records are aligned across systems and supports the integrity of the issuer’s register.
4
Targeted outreach to re-establish shareholder contact
Once contact details are validated, targeted and compliant outreach is undertaken to reconnect shareholders with their holdings. Communications are clear, secure, and designed to guide shareholders through next steps with confidence, including verification and reactivation of accounts where required.
5
Clear reporting and evidence of reasonable search efforts
Issuers receive clear reporting outlining actions taken, outcomes achieved, and evidence of reasonable search efforts. This documentation supports governance, audit requirements, and regulatory obligations, providing confidence that shareholder reunification has been handled appropriately and transparently.

Why Automic

As Australia’s leading share registry, Automic combines deep market expertise, strong regulatory relationships, and a security-first approach to shareholder data. Our reunification service is designed to deliver measurable outcomes efficiently and at scale.

If you have shareholders whose contact details are no longer current, now is the time to act.

Contact Automic to discuss how Shareholder Reunification can reduce costs, lower risk, and strengthen your governance framework.

Automic’s commitment to quality and security

Certified to deliver top-quality, secure, and well-governed services for our clients.

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ISO 9001:2015
ISO 9001:2015 is the international standard for quality management systems (QMS). The standard ensures Automic’s ability to consistently provide products and standards that meet client and regulatory requirements. 
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ISO 27001:2013
ISO27001:2013 is the international standard for information security management. This standard demonstrates Automic’s commitment and compliance to global best practice, having implemented a robust approach to managing information security. 
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ISO 37301:2021
ISO 37301:2021 is the international standard for compliance management. This standard demonstrates Automic’s dedication to setting and exceeding the highest standards of compliance and governance.

Frequently asked questions

What is Shareholder Reunification?

Shareholder Reunification is a proactive service that helps locate and re-engage shareholders whose contact details are no longer current. It improves the accuracy of the share register, reconnects investors with their assets, and reduces ongoing cost, risk, and governance exposure for issuers.

Why should issuers prioritise Shareholder Reunification?

Lost or uncontactable shareholders drive unnecessary mailing costs, weaken shareholder engagement, and increase exposure to fraud. Reunification helps issuers reduce these risks while demonstrating responsible stewardship and strong governance practices.

Is Shareholder Reunification required under the Corporations Act?

Recent amendments to the Corporations Act allow issuers to seek relief from sending communications to “lost members” where reasonable attempts have been made to contact them. Shareholder Reunification supports these requirements and provides documented evidence of proactive search efforts.

How does Shareholder Reunification help reduce fraud risk?

Dormant and uncontactable holdings are more vulnerable to fraud. By locating shareholders and updating their details, reunification reduces the number of inactive accounts and improves data quality—shrinking the attack surface available to fraudsters.

What does the Shareholder Reunification process involve?

The service includes specialist searches using trusted asset recovery partners, database scanning to identify alternative contact details, coordination with CHESS participants, and targeted outreach to re-establish shareholder contact. Clear reporting is provided throughout the process.

How effective is Shareholder Reunification?

Even partial recovery delivers meaningful benefits. Recent campaigns have successfully re-established contact with a significant proportion of lost holders, resulting in reduced mailing volumes, improved engagement, and stronger governance outcomes.

Can issuers run reunification themselves?

While issuers can attempt internal searches, effective reunification requires specialist data access, market coordination, and defensible processes. Automic delivers this efficiently at scale, with proven methodologies and regulatory alignment.

How do we get started?

Getting started is simple. Contact your Automic Customer Success Manager or speak with our Shareholder Reunification team to assess your register and discuss launching a programme tailored to your needs.

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