EquityList Product Updates

In the EquityList stakeholder-facing dashboard, under Settings > 'Beneficiaries' tab, stakeholders can now set up verified beneficiaries/nominees for their equity holdings.

When an employee adds a beneficiary/nominee, they can add KYC documents (optional), send a notification, and track formal acceptance. This creates a clear audit trail for when transmission events happen.

Stakeholders can add up to 10 beneficiaries/nominees and split allocations by percentage. If they name a minor, the platform asks for legal guardian details and runs a separate acceptance flow.

Stakeholders can also upload wills, letters of intent, or personal declarations. These stay encrypted and hidden from the company — we only unlock them during verified transmission events with proper legal documentation.

Both stakeholders and admins can see the full picture at a glance: total beneficiaries, percentage splits, and which acceptances are still pending.