Ownership Structure

Learn how to view and explore the ownership structure of a client account to understand all related entities and their relationships.

Overview

The Ownership Structure view in TrustForm provides a visual representation of the client account and all related entities – such as directors, shareholders and linked companies. It helps you analyse even the most complex ownership chains and identify connections between entities within the account.

Viewing the Ownership Structure

To open the visual chart, click Profile structure at the top of the Account Profile page. This will display a diagram showing all entities in the account and the relationships between them.

Each block on the chart is labelled with the entity’s name and type. A red circle on a block shows the number of outstanding tasks in the to-do list for that entity – click the circle to view all related tasks.

Clicking on the block itself opens the selected entity’s profile page.

Working with the Chart

• You can switch between vertical and horizontal layouts using the button in the top-left corner.

• Drag and move blocks to arrange the chart in a way that suits your workflow.

• Use the mini map in the bottom-right corner to navigate large or complex account structures with multiple linked entities.