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Ownership Tree Form

Ownership Tree Form

Create a shareable ownership tree form to share with users during onboarding or loop processes and confirm, add or change details.

Written by Felix Mayer

 

Add the ownership tree form step into your onboarding or loop processes.

Recommendation: Add a KYB verification service e.g. Kyckr in a previous step to automatically populate the ownership tree.

Add entity information e.g. parent business name or UBO Full name in the ownership form step to populate.

The end-user will see a editable diagram: