Legal Entity Information

The Legal Entity Information section has the following subsections:

• General Information

• Address

You must complete the General Information section before the Address section will display.

General Information

Using the Portal

1. Use the following table to complete the information in this section:

Item/Section	What to enter/do
General Information
Name	Full name of the legal entity associated with a security.
Description	Additional text about the legal entity. Use this field to provide context when the Legal Entity Type field is set to Other.
Incorporation Information
Country	Country of incorporation. Select from United States, Canada, Cayman Islands, and Luxembourg.
State	State of incorporation.
Tax ID	Identifier assigned to the legal entity for tax purposes.
Legal Entity Type	Select from Limited Partnership (LP), Limited Liability Company (LLC), C Corporation, S Corporation, Limited (Ltd.), Business or Statutory Trust.
Incorporation Date	Date of incorporation.

1. Click Save.

Using the API

General legal entity information is part of the Launch New Offering payload.

Address

Using the Portal

If you'd like to complete this section later, click Skip for now.

1. Use the following table to complete the information in this section:

Item/Section	What to enter/do
Address Line 1, Address Line 2...	Physical address of the legal entity.
Mailing address is different	Select to display fields for the mailing address of the legal entity if different from physical address.

1. Click Save.

Using the API

Legal entity address information is part of the Launch New Offering payload.