You can link officers to companies (e.g., UBOs). This will be reflected in your shared KYC packages.
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 here Overview Special Rights )
6. Click on Save
Need more help?
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