There are generally 2 types of investment entities you can add to your individual profile; Trust and Corporate. After successfully adding the investment entity, you then can invest using the corporate entity or trust vehicle.
For instructions on setting up Corporate entities, see below.
For instructions on setting up Trust entities, scroll down to the ‘Trust’ section.
Corporate
How do I set up a corporate entity?
Watch our how to video below:
Play Video
- To set up a corporate entity, please log back into your individual account here: www.fundscraper.com/login
- Scroll to the top, hover over your name, click on the drop down, click ‘Profile’.
- On the next screen, on the left hand side menu, click ‘Investment Accounts’.
- On the screen, click ‘Add Investment Account’.
- Select ‘Corporation Account’,
- On the form that shows up on the screen, please fill in the KYC information from the perspective of the corporate entity.
Please note that any shareholder with more than 25% ownership will be required to complete an individual KYC as well.
Information to have on hand during the corporate KYC completion process:
- Business number
- Incorporation date
Trust
How do I set up a Trust?
- To set up a corporate entity, please log back into your individual account here: www.fundscraper.com/login
- Scroll to the top, hover over your name, click on the drop down, click ‘Profile’.
- On the next screen, on the left hand side menu, click ‘Investment Accounts’.
- On the screen, click ‘Add Investment Account’.
- Select ‘Trust Account’
- On the form that shows up on the screen, please fill in the KYC information from the perspective of the Trust entity.
Information to email Fundscraper (team@fundscraper.com) upon completion:
- The legal status of entity (trust certificate, trust deeds, incorporating documents, custodian agreement document, articles of constitution, partnership agreements, shareholder agreement).
- Authorization document certifying you as the Trustee.
- Tax identification number for out-of-country trusts.
For more information on how to invest with your corporate entity or other investment vehicle see: How do I invest through a business account?
