In this article, we look at how to Exclude Holders from Structure Charts.
Improve the accuracy of ownership visualizations in Unity® Entity Management by excluding joint holders who do not hold a direct beneficial or economic interest.
The Structure Chart functionality now allows for more granular control over how joint holdings are represented. In scenarios where a joint holder acts as a Trustee or Representative without true beneficial ownership, their connection can be hidden to ensure the chart reflects the actual legal and economic power structure of the Entity.
Availability: All customers.
Exclude a Joint Holder from Charts
- Navigate to the Entities section and select the desired Entity
- Select the Securities tab from the left-hand navigation menu of
- Click on Ownership and then select the Holdings tab
- Locate and select the Holding containing the joint holders
- Click the Edit (pencil icon) or Add button within the Holders section to manage the individuals or entities listed
- Select the specific Holder that should be hidden from the chart (e.g., A trustee of the shareholding or A representative)
- Check the Exclude holder from structure charts box
- Click Update to save the changes
- Navigate to the Structure Charts section to verify that only the remaining beneficial owners are displayed for that specific holding
Restore a Joint Holder to Charts
- Return to the Ownership section under the Securities tab
- Open the relevant Holding in the Holdings tab
- Select the Holder currently excluded from visualizations
- Uncheck the Exclude holder from structure charts box
- Click Update
- Refresh the Structure Chart to see the joint holder and their associated interest type reappear in the ownership flow