Generating a Beneficial Ownership Summary (US Entites)

GianMarco Athennian DocAuto Team Document Coding - Level 3
  • Updated

Athennian can help you visualize all the information regarding Beneficial Ownership of your entities in one simple click. Click on Generate Summary, located in the General > Overview section of the application, and select the BOI Summary template from the dropdown list. 


Remember the only way for all the information to display properly, you need to enter the pertinent information in the application, as instructed in the articles Creating the People Records for Controllers, and Keeping track of Beneficial Ownership using Controllers. 

NOTE: The BOI Summary template is only available for U.S. entities, for Canadian entities, please read about the Individuals of Significant Control (ISC) Register