Information on a Company

To view more information with regards to a Company we have the Company Main card, Company Details card, and the Contact Details card

NOTE: Lists are dependent on options and configurations

Company Main Card

Select (1) View Details

List of Items / Options

• Company details
• Contact details
• Requirements
• Account Owner
• Documents
• Instrument Provider
• Dealer

Select (1) More Actions

List of Items / Options

• Card Settings
• Bank Details
• Tax Details
• Compliance Risk (Politically Exposed & High Risk)
• Historical Changes
• Merge
• Change to Person

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Company Details Card

Select (1) More Actions



List of Items / Options

• Bank Details
• Tax Details
• Compliance Risk (Politically Exposed & High Risk)
• Historical Changes
• Merge
• Change to Person

 

Select (2) View Details

• Display the Company Information Page

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Contact Details Card

Select (3) More Actions



• Contact Persons

 

Select (4) View Details

Display the Company Information Page (List of Items / Options)

• Communication Information
• Business address
• Registered address
• Postal address

 

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Last Updated on 6 years ago by Tinus Burger