Retiring tokens for off platform customers (SC)

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.

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) The next input you will be asked for is to select the fossil baseline of reference used to calculate the emission savings. Further information about these baselines can be found on Katalist's documentation page and in Annex VIII of the manual.

4) After selecting the fossil baseline of reference, you will be prompted to select the number of tokens / emission savings you would like to transfer. The total amount of emission savings for the tokens and baseline you selected are now visible, highlighted in red. If you would like to transfer all these tokens / emission savings select "MAX".

5) Next, you will be asked if you would like to include transport work information in this transfer, by clicking on the toggle highlighted in red below. If you choose to include transport work, the off registry customer party will see the information as displayed below. If you choose not to include transport work information, none of this information will be visible to the off registry customer.

6) There are three final inputs. 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.

7) 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.

8) 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.