What documents prove an affiliate relationship?

You only need them when the receiving profile has a different control person. Upload documents that show how the parties are related.

• Trust. Trust documents naming the trustee and beneficiaries.
• Death. Death certificate, will, or estate documents.
• Divorce. Divorce decree or settlement.
• Spouse. Marriage certificate or certificate of name change.

Without enough documentation, the transfer is treated as a sale.

Still have questions? Contact our Deal Operations team at operations@sydecar.io.