Looking for a particular section? Find out which section each tab is in!
- Overview - a quick summary of the entity record
- Entity Details - name changes, characterization, identification, and contact information
- Compliance - annual reporting/resolution due dates, formation dates, etc.
- Addresses - addresses associated with the entity record
- Registrations - any registration of the entity outside of the home jurisdiction
- Committees - create Committees and appoint Members
- Administration - adjust the currency and unit decimal points
- Audit Trail - find out when changes were made to the entity record and what user has done so
- Articles - minimum/maximum directors, Authorized Share Capital, Restrictions on Share Capital, Transfer Restrictions, Other Provisions, Business Restrictions
- Share Classes - manage and alter voting and non-voting share/unit classes
- By-laws & Rules - manage by-laws, directors' rights, limited partners, and signing authority
- Meetings - edit meeting times
- History - add important events to this entity record such as continuation, dissolution, revival, etc.
- Shares - share transaction records
- Options - grant, exercise, and cancel options
- Warrants - grant, exercise, and cancel warrants
- Vesting schedules - as vesting schedule details vary from organization to organization, they are completely flexible and customizable
Add principal records to entities and prepare supporting documents.
Every principal and affiliation will be found in this tab.
- Charts - shows ownership relationships between entities described as percentages
- Interests - list of ownership relationships between entities