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Ownership Tree Form

Create a shareable ownership tree form to share with users during onboarding or loop processes and confirm, add or change details.

Written by Felix Mayer
Updated over a year ago

Add the ownership tree form step into your onboarding or loop processes.

Recommendation: Add a KYB verification service e.g. Kyckr in a previous step to automatically populate the ownership tree.

Add entity information e.g. parent business name or UBO Full name in the ownership form step to populate.

The end-user will see a editable diagram:

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