1. Legal Entities

Change the legal form of a Legal Entity

Go from one legal form to another without losing information.

Changing the legal form of a legal entity can be done in 2 ways, depending on whether or not there are any securities or governance bodies linked to the entity.

1) With securities or governance bodies

Go to the 'Settings' of the entity and select 'Change legal form'. 

Prevent information from getting lost by copying the assets to the new legal form.

Important: a 'change legal form' cannot be reversed.
Treat this feature with caution!

Watch the video below to learn more.

Change legal form - with assets

demo gif

 

2) Without securities or governance bodies

You can easily adjust the legal form of an entity without any assets. Watch the guided demo to learn more. 

Change legal form - with assets

demo gif