Adding New Identity

How to view, edit, and manage your saved identities on Allocations

To create a new identity:

1. Click Add Identity on the top right.

2. Select the Identity Type:

• Individual

• Entity

Creating an Individual Identity

Users must provide:

• Legal Name

• Date of Birth

• Country

• Tax Information

• Mailing Address

Accreditation status must also be selected.

Upload required identity documents before using the identity for investments.

Creating an Entity Identity

Users must provide:

• Legal Entity Name

• Country of Formation

• Date of Formation

• Entity Type (LLC, LP, Corporation, etc.)

• Tax Information

After creation:

• Add Beneficial Owners

• Upload entity documents

• Complete accreditation (if applicable)

Once saved, the identity will appear in the Identities table and can be used for:

• Investments

• Fund Manager roles

• Advisor roles

• Beneficial Owner assignments

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