Viewing the company holdings as the specified contact person
When an administrated company on Capdesk has registered an investment by another company, there will be a contact person for that investment company.
If you have been added as the contact person, you'll need to 'Claim the Company' on Capdesk. This will allow you to see the shares held by that company in your portfolio as a separate entity.
|Once actioned, you will become an administrator of this 'Holding company' on Capdesk. You will not need to do anything on the account after claiming the company, this simply recognises you as the person overseeing the shares held by that company.|
Although, if you wish, you are able to add various 'administrators' to the holding company so that they can also view the investment.
How to 'Claim your Company'
The required details input by your investment company will be auto-populated and you will only need to add optional information like your phone number or company website URL. Read and tick the Customer Agreement and then click the green 'Create company' button to proceed.
Please note, if any of the pre-populated details (eg. registration number) you are seeing are not correct, contact the company directly to amend it on their account and then re-start the claiming process.
By default, you will be taken to the new holding company account where you can see the holding company's investment in the company registered on Capdesk. This section is denoted by the company portfolio on the left side tab.
If however, you are not seeing your investments straight away, please allow up to 24h for the platform to update and link your investments.
To view these holdings in your portfolio, click the Capdesk logo and click the portfolio tab. Then, under the 'Portfolio of' section, change the name from yourself to the name of the holding company.