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You can link officers to companies (e.g., UBOs). This will be reflected in your shared KYC packages.
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1. Go to the officer of interest
2. Go to Companies and roles
3. Click on +Add companies and roles
4. Select the company
5. If needed, set ownership % and/or voting %. >25% makes a person a UBO
Does the person not have >25% but should still be regarded as a UBO?
5.1. Click on +Add special rights
5.2. Choose special rights (not sure which to choose? see hereOverview Special Rights )
6. Click on Save
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