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What is a beneficial owner?

Updated over 2 weeks ago

A beneficial owner is the individual who ultimately owns and benefits from a security - in this case, you as a Freetrade customer!

As the beneficial owner, you retain the full economic rights tied to your investments, including (but not limited to):

  • Receiving dividends

  • Realising capital gains

  • Exercising any available voting rights

Even though your investments may be held in custody on your behalf, you still enjoy all the rights and benefits of ownership.

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