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The user information for company contains the Company Name, User name and password for the company.
Contact information
It is possible to enter a primary postal address as well as registered address. If you enter a primary postal address, it will be used in PDF´s like note, account statement, activity reports and commitment statement.
For contact information a valid e-mail address should be entered together with phone number.
Other information
Other information is generally not required.
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External Reference
If you are working with external systems this is an important part. Here you can enter a text string representing for example the id of the legal entity in a separate system like a CRM.
MiFID II
Information about your customers for the TRS 2 reporting. This is an add-on available in our Marketplace.
BirthDate: enter DD/MM/YYYY
Country: which TRS country the person belongs to. If the person doesn't belong to a TRS country, XX should be used.
Type: Is prefilled, The id type for TRS reporting regarding natural persons. Can be either NID, PASSPORT or CONCAT. For Companies: LEI
Id: The TRS identification code that should be used for natural persons when performing TRS2 reporting
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