Overview
This article will guide you on how to track effective ownership, which is useful to determine how much someone ultimately owns an asset they hold indirectly and/or via multiple ways. Learn how to view effective ownerships with a step-by-step guide (for different holding models, see Methods of Tracking Ownership in ORCA).
Guide
How to view Effective Ownerships of an Entity
Choose the perspective of the entity you want to see effective ownerships
- You will notice that we change the perspective to Fast Systems Hong Kong
- Click on the bottom right button to blend in additional information and choose “Amount Type” and choose “Effective Ownership”
- You can toggle back to “Ownership Amount” for the default view of the structure chart.
- From the image below you will notice the Ownership Amounts for the four persons we are focusing on
- Alex Miller = 10%
- Julia Miller = 10%
- Sophie Miller = 40%
- Richard Miller = 40%
- Once toggled to Effective Ownership for the four persons
- Alex Miller = .97%
- Julia Miller = .88%
- Sophie Miller = 3.5%
- Richard Miller = 33.5%
