6.6 Involved Entity Details

The Involved Entity Details section provides the list of entities (Institutions) involved in the report. It provides details such as involved party roles, fund code, and so on.

Use this section to view and update: Entity Details and Director details.
Use the Entity Details pane to view and update information about the selected involved entity.
To update the entity details, follow these steps:
  1. In the Involved Entity Information page, select the Involved Entity Record Number. The Entity Details section is displayed.
  2. Enter the following information in the Involved Entity pane.

    Table 6-12 Involved Entity Fields

    Fields Description
    Name Enter the name of the entity.
    Commercial Name Enter the commercial name of the entity.
    Incorporation Number Enter the incorporation number of the entity,
    Legal Form Select the legal form of the entity.
    Type of Business Select the type of business of the entity.
    Email Enter the email ID of the entity.
    Company URL Address Enter the company URL address.
    Incorporation Date and Time Select the incorporation date and time of the entity.
    Incorporation State Select the incorporation state of the entity.
    Incorporation Country Select the incorporation country of the entity.
    Business Closed Select Yes or No to specify whether the business is closed.
    Business Closed Date and Time If the business has closed down, select the date and time when the business was closed down.
    Entity Tax Number Enter the entity tax number.
    Entity Tax Registration Number Enter the entity tax registration number.
    Comments Enter comments, if any.
    For more information on Address, Phone, Identification, and Employer Details, see the Person Details section.
    This pane also provides details about the entity director. For more information, see the Director Details section.