Creating Ultimate Beneficial Owners

25 Nov 2020

Connect Members with their owned entities

With the Members feature, you are able to build out the Ultimate Beneficial Owners (UBOs) for each individual shareholder.

  1. To get started, head over to Members on the left hand menu.
  2. Select the member you would like to create a connection to by hitting the icon under the update column.
  3. In the Member Details section, click “Add a new connection”

4. Select the relevant member’s ID and share count.

5.  The beneficial holding will now be reflected against the member.