UBO Charts, Generated Automatically
A UBO chart shows who ultimately owns and controls every entity in your group. EntityFlo draws yours from the live cap table: through every trust and holding company: and redraws it the moment ownership changes.
A UBO chart (ultimate beneficial owner chart) is a diagram that traces ownership of an entity up through every intermediate company and trust to the natural persons who ultimately own or control it: usually anyone at or above 25%. Banks, AUSTRAC and advisers ask for it during onboarding and reviews. EntityFlo generates the chart from your live register: every shareholding is a link, every UBO is the result of walking the chain, and the chart updates itself whenever ownership changes.
Why drawn-by-hand UBO charts fail.
They are stale the day they are drawn
One share transfer anywhere in the chain and the chart: and every disclosure based on it: is wrong.
Trusts break manual charts
Discretionary and unit trusts do not fit neatly into a drawing tool, so the look-through gets simplified or skipped.
Control never makes it onto the page
Appointors, trustees and casting votes decide who really controls an entity, and hand-drawn charts rarely show them.
Four things a generated chart does that a drawn one cannot.
The difference is not the drawing. It is that the drawing is a calculation.
Every chain walked
Ownership is treated as a graph. The chart is the result of walking every chain to the top: through as many layers as your structure has.
Always current
A share transfer, allotment or new trust anywhere in the group redraws the affected chains immediately. The chart is never out of date.
Thresholds and control flagged
UBOs at or above 25% are highlighted, and control-only roles like appointors are shown alongside: the distinction banks actually ask about.
Ready to hand over
Export the chart as a PDF or image for bank onboarding, AUSTRAC requests, auditors and acquirers: no redrawing, no reformatting.
The EntityFlo operating model.
Model the legal record first: entities, officers, members, dates.
Treat every shareholding as a link in a chain, not a row in a spreadsheet.
Walk each chain through trusts and holdcos to the natural persons at the top.
Highlight everyone at or above the 25% threshold, plus control-only flags.
Redraw the chart automatically on every cap-table change.
Built for CFOs, General Counsel & Company Secretaries.
What a proper UBO chart shows.
A box-and-line drawing is a starting point. A useful UBO chart carries the information the person reading it actually needs.
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EntityFlo vs drawing tools vs doing it once a year.
Most groups draw the chart when a bank asks for it, then file it away. The structure moves on; the chart does not.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
What is a UBO chart?
A diagram tracing an entity's ownership up through every intermediate company and trust to the natural persons who ultimately own or control it: typically anyone at or above a 25% interest.
Who asks for one?
Banks during onboarding and periodic reviews, AUSTRAC as part of AML/CTF obligations, auditors, and acquirers during due diligence.
How is the chart generated?
From the live cap table. Every shareholding is a link in a chain; EntityFlo walks each chain through trusts and holding companies to the natural persons at the top and draws the result.
Does it handle discretionary trusts?
Yes. Discretionary, unit and fixed trusts are walked correctly, with beneficiary classes flagged for review where the look-through cannot be resolved automatically.
What about control without ownership?
Appointors, trustees and casting-vote holders are shown as control flags alongside the ownership percentages: the distinction that percentage-only charts miss.
Can I export it?
Yes. PDF and image exports formatted for bank onboarding teams, AUSTRAC requests and auditors.
Your UBO chart already exists. You just have not seen it yet.
First entity free, forever. Import your structure and the chart draws itself.