Entity Details: What is "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
  • 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