How to access Beneficial Ownership Reports
Go to Analyse → Ownership Report.
Select the report you want to view.
Status legend
In progress – primary: unmasking primary holders
In progress – secondary: unmasking secondary holders (partial view available)
Ready: full report available
How to navigate your report
Use the tabs and buttons at the top of the report to explore different views.
Overview
Shows your full report at a glance.
Top holders
Shows your Top Beneficiary Holder list.
Location
Breaks down holders by national and international regions.
Trading activity
Shows new, returning, upgraded, downgraded and churned movements.
Tools
Download the report in Excel or PDF.
Use Prev/Next to browse previous reports.
Use the Search field to find specific owners.
In the Overview tab, you can expand nominees and private entities to see the unmasked ultimate owners.