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This course awards 6 CPD points

Entity Administration

ViewPoint Entity Administration is a comprehensive entity management system designed to capture and maintain all client related information such as entity structure, beneficial owners, shares, officers, relationships, banking, registrations, AEOI, and more.

In this course, you will get in depth lessons that will help you understand fundamental concepts of ViewPoint, get intimately familiar with the Entity Administration component, and generally approach your tasks with greater efficiency.

This course was developed using ViewPoint version 7.4 and 7.5.

Entity Administration

ViewPoint Entity Administration is a comprehensive entity management system designed to capture and maintain all client related information such as entity structure, beneficial owners, shares, officers, relationships, banking, registrations, AEOI, and more.

In this course, you will get in depth lessons that will help you understand fundamental concepts of ViewPoint, get intimately familiar with the Entity Administration component, and generally approach your tasks with greater efficiency.

What this course covers

The course follows a gradual build up, starting with an overview and introduction to the component, down to functions and concepts of each fundamental part that makes up the Entity Administration component. In all sections you will see recurring elements in the videos like overviews, introductions and feature demonstrations.

Time commitment

Although the course offers self-paced learning, we suggest covering 1 main section (Master Files or Entity Files) per week. Learn ViewPoint was designed to fit both the schedules of students next to their main field of profession. That is why each course is self-paced and available online.

While you may complete all the sections in rapid succession, most learners find a weekly schedule beneficial. There is on average 2 hours of video lessons every week and you will likely spend an average total of 2 hours a week on course-related activities and put into practice the features you learn about in the course.

What this course covers

Course Instructor

Charles Jackson | Technical Lead at Vantage

Charles has over 13 years in financial services (UK and Cayman Islands) with 10 years of technical and consulting experience with ViewPoint. Charles’ experience covers Corporate and Trust Administration, Practice Management, Client Accounting, Compliance and AEOI.

He is an experienced Business Analyst, ICSA certified Company Secretary; Certified PRINCE2 Project Manager, SQL and C#/Node.JS Developer and Data Analyst.

Connect on LinkedIn

Course Instructor

Charles Jackson | Technical Lead at Vantage

Charles has over 13 years in financial services (UK and Cayman Islands) with 10 years of technical and consulting experience with ViewPoint. Charles’ experience covers Corporate and Trust Administration, Practice Management, Client Accounting, Compliance and AEOI.

He is an experienced Business Analyst, ICSA certified Company Secretary; Certified PRINCE2 Project Manager, SQL and C#/Node.JS Developer and Data Analyst.

Connect on LinkedIn

Course Content

Expand All
Getting Started
Master Files
Address Cards
Master File Maintenance
Jobs, Documents and Folders
Entity Administration - Companies
Entity Administration - Trusts
Entity Administration - Partnerships
Entity Administration - Assets
Entity Administration - Activities
Enquiry – Relations and Ownership
Reporting