All pages
Powered by GitBook
1 of 1

Loading...

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

  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.

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

Address

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.

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