Enhance the accuracy of ownership visualizations by hiding specific joint holders who do not maintain direct beneficial or economic interest.
Overview
The Structure Chart functionality now allows for more granular control over how joint holdings are represented. In scenarios where a joint holder acts as a Trustee or Representative without true beneficial ownership, their connection can be hidden to ensure the chart reflects the actual legal and economic power structure of the Entity.
Availability: All customers.
Exclude a Joint Holder from Charts
Navigate to the Entities section and select the desired Entity
Select the Securities tab from the left-hand navigation menu of
Click on Ownership and then select the Holdings tab
Locate and select the Holding containing the joint holders
Click the Edit (pencil icon) or Add button within the Holders section to manage the individuals or entities listed
Select the specific Holder that should be hidden from the chart (e.g., A trustee of the shareholding or A representative)
Check the Exclude holder from structure charts box
Click Update to save the changes
Navigate to the Structure Charts section to verify that only the remaining beneficial owners are displayed for that specific holding
Restore a Joint Holder to Charts
Return to the Ownership section under the Securities tab
Open the relevant Holding in the Holdings tab
Select the Holder currently excluded from visualizations
Uncheck the Exclude holder from structure charts box
Click Update
Refresh the Structure Chart to see the joint holder and their associated interest type reappear in the ownership flow
Frequently Asked Questions: Joint Holder Exclusions
Does excluding a joint holder change the total percentage of the holding? No. Excluding a Holder only hides their specific node or label from the Structure Chart visualization. The Ownership percentages and unit counts remain tied to the Certificate. The Chart continues to reflect the total interest held by the remaining visible members of that joint holding.
What happens to the interest type labels on the Chart? When a Holder is excluded, their specific Interest Type (e.g., Trustee) is removed from the visual flow. Only the Interest Type of the visible Holders (e.g., Beneficial Owner) remains displayed next to the connection lines or within the Entity nodes.
Will the excluded holder still appear in Excel or PDF Ownership reports? The Exclude from Structure Charts toggle specifically targets the visual Charts module. The Holder remains part of the legal record and continues to appear in Securities ledgers, Registers, and data-heavy exports to ensure regulatory accuracy.
Can I exclude all holders on a single certificate? Yes. If every Holder on a Certificate is toggled to Exclude from Structure Charts, the connection line and the associated units/percentages for that specific issuance will not appear on the Chart.