Company Details
The Company Details screen lets you configure key information relating to your regulatory filings:
Field | Description |
|---|---|
Company Name | Specify the registered name of your organisation. |
Reporting Schema | Choose the applicable schema(s): FATCA, CRS, or both. |
Jurisdictions | Select the jurisdictions relevant to your reporting obligations. |
Service Level | Set the service level that applies for your reporting engagement. |
Invoicing Address | Provide the address to which invoices will be sent. |
09 March 2026