KYC Details—Controlling SH Info tab
24. If the client is the owner of 20% of the voting shares of a publicly-traded issuer, do the following:
a) Select Yes form the drop-down list.
b) Click Add.
c) Enter the Security Number, the Security Name, and the % Held.
d) Click Submit.
25. If you want to cancel all changes you have made, click Cancel. The Know Your Client Summary screen reappears without any changes made.
26. If you want to save the KYC information, click Save. The KYC is added and appears on the Know Your Client Summary screen.