In step 4 of getting started, we will walk you through the features of the Org Chart, UBOs and delegations.
Org Chart
Below you can find a step by step guide on how to manage and adapt the org chart to your specific needs.
For detailed instructions, click 'Start tutorial' below.
UBOs
Below you find a step by step guide on how to automatically identify your UBOs based on the data in Corporify and based on the Belgian legislation. The precision of the UBO identification process depends on the thoroughness of the information available in Corporify and is currently applicable only to entities based in Belgium.
For detailed instructions, click 'Start tutorial' below.
In addition to the ability to identify the UBOs using the data in Corporify for Belgian entities, you have the option to manage your UBOs manually.
For detailed instructions, click 'Start tutorial' below.
For more information regarding managing and exporting your UBOs, click 'here'.
Delegations
Whether you have a lot of delegations or just want to keep track of who can represent the company. You can now easily have an overview of each delegation with
- a detailed description;
- the individual assignees of each delegation;
- the start and end date of each delegation; and
- keep track of the relevant documents.
Below you can find a step by step guide on how to add your delegations of authority.
For detailed instructions, click 'Start tutorial' below.
For more information regarding managing and exporting your delegations, click 'here'.
Once finished, click here to proceed to step 5, where you will learn how you can manage your documents.