Issuer and Investor Entities

Entities represent either a person or a company. They are used in a number of places. They can be an investor, an issuer or anyone related to an offering that is eligible for a background check.

Entities can also have a investor_suitability_status set for them. For more details on investor_suitability_status and the related investor suitability questionnaires, please see Broker Dealer Services.