🕵️‍♀️ Ownership Charts

How do I create an Ownership Chart for an entity?

Ownership Charts are automatically created based on information entered into the Entity Information Summary, particularly the shareholdings. To view an Ownership chart:

  1. Navigate to the Ownership Chart section of the entity you are viewing.
  2. The Ownership Chart will automatically appear.

To view the Ownership Chart of a related entity, simply click on the entity you want to view in the chart.

You can toggle the following options when viewing an ownership chart: Show/Hide Jurisdiction, Show/Hide Parent Entities, Show/Hide Subsidiary Entities.