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Using Portfolio “Reporting Person” to submit SFC reportable short positions form

Updated over 5 months ago

To use the saved “Reporting Person” contact details when submitting your short report to SFC, the user needs to save the property IsUsingReportingPersonForDisclosure as “True” under Entities & Portfolios > Forms Properties > Reporting Person.

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If the user keeps this property as “False”, we'll select the option of using the contact information provided at registration when submitting data to SFC.

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