If a company that you own shares in changes its name, you will need to adjust your portfolio to ensure that you can accurately record your past and future trading activities in that company.

FEATURED EXAMPLE:

Glengarry Resources (GGY.ASX) has changed its name to Centaurus Minerals Limited (CTM.ASX)

- STEP 1 -

TAKE A COPY OF YOUR OLD MOVEMENTS

In this example, you would need to copy each GGY.ASX (GGY) movement and replace it with an identical CTM.ASX (CTM) movement.

But before creating the new movments for CTM, we advise you to take a copy of your GGY movements by following the steps below.

To view all movements for GGY, click on the [movements] link at the end of the GGY line in your potfolio, as circled below.

From here, you can take a screen shot of all GGY movements by holding Ctrl + Alt + Print Scrn and then pasting the resulting image into a Word document. Taking a screen shot is like taking a photo of your computer screen.

Or, you can use your mouse to click, drag and highlight the contents of the movement table for GGY, copy the selected text and then paste it into a Word document.

Alternatively, just use Ctrl +"P" to print the web page straight from your printer.

- STEP 2 -

CREATE NEW MOVEMENTS TO MIRROR THE OLD MOVEMENTS

After taking a copy of your old movements, return to the main Portfolio page and create new movements under the new stock code, CTM.

To create a new movement, click on the red "New Movement" button circled below and follow the steps from here - referring to your old GGY data as required.

When entering a new movement, ensure that you copy the exact details from the GGY lines into the new CTM lines - e.g. movement type, - e.g. movement type, movement date, quantity, currency, fees etc.

Please note that you will need to repeat this process for each individual GGY movement.

- STEP 3 -

DELETE OLD MOVEMENTS

When the new movements for CTM mirror the old movements for GGY, you can go back to each GGY movement and remove them from your portfolio by clicking the [delete] button, as circled below.

To delete the GGY movements, click on the [movements] link at the end of the GGY line in your main portfolio view and then click on the corresponding [delete] link for each GGY movement.for each GGY movement.

When you trade in CTM from this point onwards, your trading activities will be represented in your portfolio under the correct company name and stock code.*

Please feel free to contact Direct Broking if you would like assistance with this process or read the online tutorial for My Portfolio.

Please feel free to contact Direct Broking if you would like assistance with this process.

> 0800 805 777
> help@directbroking.co.nz

* Please note that the Direct Broking online portfolio can only be relied upon to obtain and view data for the shares that you have traded via our DIY trading service and the resulting Corporate Actions. The Direct Broking online portoflio does not necessarily display an accurate representation of your entire share holdings and this should be confirmed with the appropriate share registries.


	© Direct Broking Limited 2005. Help \| Site map \| Terms & Conditions \| Security \| Disclaimer A copy of Direct Broking Limited's disclosure statement prepared pursuant to the Securities Markets Act can be obtained free of charge here