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.