Edit Ownership
Carl avatar
Written by Carl
Updated over a week ago

In Strise you have the option to edit the owners of a company. This is a very helpful tool, especially for situations where you might have updated information from your customer that the UBO (Ultimate Beneficial Owner) might not show.

You have the option to edit any existing owners, delete them entirely, or add new ones to the chart. All of these changes will automatically be reflected and anyone in your team will see them as well. The change will also be updated in the side panel, in any reviews you complete, and in any PDF reports you generate.

Note: Strise always keeps the original version of any chart. As a user, you have peace of mind knowing that there’s always an original copy.

As changes are made, so is the data. Strise will sanction check all new companies and people that are added. We will automatically check the PEP status of new owners, which has been toggled as the ultimate beneficial owner.

If you’ve made any changes, your name will be included so your team can see who made the edit. The same goes for any other team member who does the same.

We recognise that not everyone might need to change, edit or delete the ownership details in a UBO. That’s why Strise has just added the option to add a comment as well. This is helpful to communicate vital information that your team might need, right where it’s most important. Just another way you can work smarter and save time.

If you want to learn more about Edit Ownership, you can try our demo here!

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