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By the end of this guide you'll have finalized a distribution — confirming it's ready, verifying your identity when you're paying investors through Covercy, and putting the distribution into processing so each investor's payment can be tracked through to completion.
Note
Finalizing is a GP task and the last step in the distribution workflow, after you've created the distribution and sent notices. You need access to the holding and its distribution. Paying investors through Covercy also requires that your banking is set up — setting up banking and the mechanics of paying out are covered under Banking & payments.
Before you start
Finalizing locks in the distribution and begins payment for any allocations set to pay through Covercy. Allocations recorded as paid outside Covercy are simply marked as paid — no money moves for them. Review the per-investor allocations and how each one is paid before you finalize, because finalizing is the point where payments are set in motion.
Check that the distribution is ready
Covercy One checks whether a distribution is ready to finalize as soon as you open its detail page, so you don't have to click Finalize to discover a problem. If anything needs your attention, the Finalize button is hidden and an alert lists what to fix. Common reasons a distribution isn't ready include:
- A missing recipient bank account — an allocation set to pay through Covercy doesn't yet have a recipient bank account. The alert names the affected investors so you know where to look.
- Not enough funds available — the account you're paying from doesn't have enough available balance to cover the amounts going through Covercy.
- Transfer limit reached — the distribution would exceed a transfer limit on your account. The message tells you to contact support to request a higher limit.