Create Investor Passport
Create a new Investor Passport. Investor Passports collect identifying information about an investor in order to KYC/KYB an investor and generate tax returns.
Request Body — REQUIRED |
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name string — REQUIREDThe name of the investor passport. Either the Entity's name or the Individual's name. |
type string — REQUIREDPossible values: [ Whether the passport is for an Entity or an Individual. |
title stringThe title of the individual signing on behalf of an Entity. |
representative stringThe name of the individual signing on behalf of the Entity. |
country string — REQUIREDThe country of formation or residence. |
accreditation_type string — REQUIREDPossible values: [ How the investor is accredited. See https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor |
metadata objectExtra data to store with the investor passport. |
Responses | ||||||||||||
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200 Returns the created Investor Passport as well as the tax_form_fields required to create the correct tax form for the new investor passport
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