IRM-How to add ownership data

📄️ Ownership Data

In the upcoming sections, we'll guide you through the process of adding data and show you where you can access crucial

To begin, add the number of your shares by navigating to the Company Settings page, as illustrated in the image below.

The following screens will illustrate how your ownership data page may look and how to add or edit shares, including

After clicking on the company name on the Ownership Data page, you'll be directed to a page displaying detailed

Figure 5.5 - Ownership Data – Editing

The ownership data will be visible on the investor profile, including a PDF version. Below is a figure

On the event view page, you'll notice a 'shareholder' tag next to investors from companies that hold your shares.

Filtering your ‘Linked Investors’ and downloading the results is easy. See below, or if you prefer a short video