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Entity Details: What is the field "Entity Name" used for?
External Display: Your Entity Name is the legal name of your entity and is displayed on all legal documents, tax forms, email notifications, and also is used internally by the addy team. More specifically:
Legal Documents with Entity Name:
- Subscription Agreement
- Offering Document / Offering Memorandum
- Share Certificate
- Director's Consent Resolution(s)
- Flow of Funds Agreement
Tax Forms with Entity Name: T5, T5013
Email Notifications:
- Asset Release Notification
- Buy Approval Notification