N.B. – This is a minor release to a certain subset of clients, these updates will be available for everyone in the next major update
New Features
- Extraction of first level shareholders from Structure Chart
- There is a new panel under beneficial owners (In the structure chart tab) that shows the name, Class of Shares and Percentage Holding related to the 1st level shareholders, allowing the extraction in one click. This will only show 1st level of shareholding.
- This data can then be easily exported to Excel.
- Decimal Shares added
This feature allows Shares to be displayed as a decimal and opposed to a percentage, this is useful for things such as Unit Trust holdings for Funds.
InScope-AML will automatically adjust the remaining shareholding (unallocated) and automatically convert decimals to percentage holding.
Back to Product Updates N.B. – This is a minor release to a certain subset of clients, these updates will be available for everyone in
Back to Product Updates What’s new Main Report Dashboard Improvements (REQ 2020 Support) The report dashboard has been given a major upgrade with a number
Back to Product Updates What’s new New Permission Levels InScope-AML now supports two new permission levels – Set Serviced Clients and Close Entity External Searches. The Set Serviced Clients permission
Back to Product Updates What’s new Documents User Interface Improvements The Documents screen at entity level has been updated to be easier to use. The