Creating the Beneficial Ownership Record



  1. Go to Entity > Beneficial Ownership > Beneficial Ownership Records.
  2. Click New Record. A pop up modal will appear. 
  3. Select the BO Month & BO Year.
  4. Officio will automatically identify the Legal Owner which has 20% and more (as the Beneficial Ownership (BO) Framework Document provided by SSM).
  5. Click Create Register to kickstart the Beneficial Ownership reporting.