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UBO Deadline

Learn how to include a deadline for annual UBO confirmation

Some entities have recurring UBO deadlines. Belgian entities, for example, must confirm their UBO information every year. You can add these deadlines to the UBO tab and link a task to them, so you never miss a UBO formality.

For Belgian entities, if you submit the annual confirmation through Corporify, the confirmation date is added automatically.

Below you can find a step-by-step guide on how to complete a UBO deadline. 

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

  1. Go to the tab 'UBO' of the entity.
  2. Click on the symbol next to 'Deadline'. 
  3. Complete the next deadline and optionally add a task.