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Add clearing institution

Learn how to add the clearing institution

When shares are held in dematerialised form, you can specify the clearing institution in the share register. Once the clearing institution is indicated, the exported PDF of the share register will show who is the recognised account holder of the dematerialised shares.

Before adding the clearing institution to the register, ensure it has been created as an entity in your silo. Click 'here' to find out more information on how to add a new legal entity.

Below you can find a step by step guide on how to add the clearing institution.

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

  1. Make sure you have added the clearing institution as entity in your silo.
  2. Go to the tab 'Ownership'.
  3. Click on 'Clearing inst. not specified' and on 'Set clearing institution'.
  4. Select the clearing institution.
  5. Once finished, click on 'Save'.
  6. Go back to the register.