Beneficial Owners |
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This section discusses how to setup and manage Beneficial Owners, this is done from the companies grid by right clicking on a company, going to company details, and going to the sub menu Related Details, then selecting Beneficial Owners.
Selecting the Beneficial Owners option from the right click menu will display the Beneficial Owners screen to the user, the Beneficial Owners screen is shown below.
To add a Beneficial Owner the user can click the Add Beneficial Owner button, which will display the following screen.
The user can then select the Beneficial Owner from the drop down box above or search by the standard GES search utility.
Which opens the following screen:
Optionally the selected Beneficial Owner can be scrutinized by using the enFocus search utility.
Complete the data entry by entering the percentage of the company the entity own, appointment and resignation date where applicable and any other relevant notes that may be required about this owner
Once completed, press the Ok button to finish, which will then display as below.
A beneficial owner can then be edited using the button by selecting and highlighting the entity first. The delete button will be used to delete a beneficial owner that is not needed or required anymore. The refresh button will be used to refresh the page to update any changes made to the wizard and the close button will be used to close the wizard.
Note: The total displayed in the bottom of the wizard is a total calculation of all the percentage present on the grid including resignated beneficiaries. |