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 agoFelix MayerAdd 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:
