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

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.image__5_.png

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