Retiring tokens for off platform customers (FF)

If your customer does not have an account on Katalist, you can retire tokens on their behalf by following below steps. They will receive the retirement statement via e-mail.

1) In the "Holdings" section of your account, you should select the tokens which you would like to transfer. When selected, a "retire on behalf" button will appear on the bottom of the screen, highlighted in red below. Click this button.

Note: Freight forwarders must first retire tokens on their own behalf before retiring them on behalf of off platform customers

2) A pop up box will appear asking you to input the details of the off registry customer that will have the tokens retired on their behalf. For further information on the data and documentation required for the off registry customer, see Annex III of the manual. When all this information has been filled out click next.

3) A pop up box will appear asking you to select the number of tokens / emission savings you would like to transfer. If you would like to transfer all these tokens / emission savings select "MAX".

4) Next you should toggle whether the name of the off registry customer should be listed in the public retirement table, highlighted in red, select the year which this customer will claim the tokens, and select whether you would like to add a comment to the retirement statement, highlighted in red.

5) The final step is to select the box, highlighted in red, that confirms all the information you provided about the off registry customer is correct. Once you submit this retirement, the off registry customer will receive emails, further explained in the "Accepting tokens retired on your behalf" section of this user guide.

6) When the retirement on behalf has been approved by both the off registry customer and the Katalist administrator, you will receive a email confirming the process is complete.