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Overview of all the investments or interests of an entity

Learn how to get an overview of all investments/interests of an  entity

You can compile a complete list of all investments and interests linked to a specific entity, such as a person or a legal entity. This allows you to see, in one place, all interests related to that entity, including the number of shares, certificates, bonds, warrants, loans, commitments or other interests that the entity holds. Please note that the overview only includes interests that have been registered in Corporify.

This functionality provides a clear and consolidated overview of all interests of an entity. In addition, you can export this overview to Excel to access even more detailed information.

Below you can find a step by step guide on how to get an overview of all interests of an entity.

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

  1. Go to the specific entity.
  2. Click on the tab 'Interests'.
  3. On top, you can switch between the different interests.
  4. Below you can find more information regarding each interests.
  5. Click on 'Export to Excel' to make an export.