Equify allows you to create a holding statement for one of the accounts in your capitalisation table in just a few clicks, here's how:
1️⃣ On your Equify dashboard, go to the Accounts menu.
2️⃣ For the relevant account, click on the 3 dots at the end of the line and then on Create holding statement.
3️⃣ Indicate the date at which you wish to generate your holding statement. This will cause the holding statement to display the status of the account portfolio on the specified date.
4️⃣ If required, you can write a comment in the provided field.
💡This may be useful if you wish to indicate that securities in this portfolio have been claimed as a collateral for example.
5️⃣ If you want your document to be signed by a company representative, click Yes and select the signatory from the contacts' list of your Equify account. Complete their personal information if necessary.
💡If you choose this option, you can find your signed document in your Equify library.
6️⃣ In case you do not want to have your statement signed, indicate whether you want to add it to your Equify library or directly export it as a PDF.