What Do I Use in Place of a Removed Entity Type?
We are unable to advise on a substitute entity type as this will change based on the beneficial owner’s specific situation. However, in general, these are the common substitutions some of our users have used.
Entity Type | Substitution |
MUTUAL FUND | INVESTMENT FUND |
TRUST | INVESTMENT FUND |
SOVEREIGN ENTITY | GOVERNMENT |
PENSION 15 | PENSION |
We recommend you speak with the beneficial owner and make the appropriate selection based on their unique position.