EU Entity (Business) Onboarding

EU Entity (Business) Onboarding

POST /participants/entity/new accepts both US and EU businesses through a single endpoint. Set jurisdiction_code to route a payload to EU processing. The request body is a set of titled variants keyed by jurisdiction and entity type; EU businesses are onboarded under a reliance model, so they map to the entity-type-specific "EU – … – Reliance" variants — e.g. EU - Corporation - Reliance, EU - LLC - Reliance, EU - Trust / Estate - Reliance — each with its own required-field set. There is no non-reliance EU variant. See Create Entity for the full schema and example payloads.

What's different for EU entities

In addition to the base business details required for every entity (legal name, entity type, registered address, contact details, tax id, control persons, beneficial owners), EU entities must also provide:

FieldDescription
chamber_of_commerce_numberChamber of commerce registration number
id_number + id_number_typeLEI (id_number_type: legal_entity_identifier)
board_membersAt least one board member (distinct from control persons/beneficial owners)
activity_locationsISO 3166-1 alpha-2 country code(s) of business activity
expected_annual_volumeExpected annual transaction volume tier
entity_source_of_fundsPrimary source of funds (entity_source_of_funds_description required if other)
risk_ratingReliance: the platform's own risk rating for the entity
sanction_screening + sanction_screening_timestampReliance: the platform's attestation that it screened the party, with the timestamp of that screening. Also required on each board member.

Optional (not required by the schema):

FieldDescription
is_complex_structure, declaration_no_effective_control, declaration_no_foreseeable_changesOwnership-structure attestations
entity_sub_typeFurther classifies trust entities (trust_llc, trust_sole_proprietorship, trust_other)

Every EU entity requires at minimum one board member, one control person, and one beneficial owner. Board members can only be submitted at entity creation — see Entity User Management for how to read or update them afterward.

Required documents

EU entities must submit the following documents via Submit Entity Documents:

  • lei_certificate
  • excerpt_of_the_chamber_of_commerce
  • annual_accounts
  • power_of_authorization (power of attorney or board resolution authorizing the submitter)
  • legal_opinion — additionally required if the entity was created with is_complex_structure: true

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