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3 months ago

Streamlined Investor Onboarding for Entities

What's new:

Control persons can now enter UBO details on behalf of all beneficial owners, including personal information and ownership percentages, without waiting for each one to log in. For each UBO, the control person can enter their details directly or send an email invite for them to complete. When the control person provides all details, KYC triggers immediately and the UBO may never need to interact with the platform. The control person can also track KYC status for each UBO directly in the platform.

What this means for you:

A single control person can complete entity onboarding from start to finish. The KYC process begins as soon as they submit the required information, minimizing any delays to your deal closing.

Share this guide with your entity investors: https://help.sydecar.io/how-entity-onboarding-works 

Avatar of authorFrancisco Cadavid