Lodfy
    All trade terms
    Trade vocabulary

    What is a UBO (Ultimate Beneficial Owner)?

    An Ultimate Beneficial Owner (UBO) is the real human being who ultimately owns or controls a legal entity, whether through shareholding, voting rights, or other means of control. The point of the concept is to look past corporate structures to a person.

    At a glance

    At a glance
    TermUBO
    DefinitionUltimate Beneficial Owner — natural person who ultimately owns/controls a company.
    CategoryCompliance & verification
    Related termsKYB, OFAC

    What it is used for

    Anti-money-laundering rules require regulated firms to identify UBOs before onboarding a company, because shell structures are the standard way to conceal sanctioned or criminal interests. Traders apply the same logic before dealing with an unfamiliar counterparty.

    Key points

    • A common threshold is ownership or control of more than 25% of shares or voting rights.
    • Where no one meets the threshold, the senior managing official is usually recorded instead.
    • Control can arise without shareholding — through agreements, veto rights or the power to appoint the board.
    • Many jurisdictions maintain beneficial ownership registers, though public access varies considerably.

    What to watch for

    • Chains of holding companies across several countries are the usual method for obscuring a UBO. Follow them to a person.
    • Nominee directors and shareholders are legal in many places but are a signal to look harder, not to stop.
    • A sanctioned individual can control a company that is not itself listed. Screening the entity alone is not enough.

    Frequently asked questions

    What percentage makes someone a UBO?

    Commonly more than 25% of ownership or voting rights, following the EU anti-money-laundering directives, though thresholds and definitions vary by jurisdiction.

    Can a company be its own UBO?

    No. The definition exists to reach a natural person. If ownership stops at another company, you keep going up the chain.

    Why do banks insist on UBO identification?

    Because sanctions and money-laundering controls apply to people, and corporate layers would otherwise defeat them entirely.

    Related terms

    Trade with verified counterparties

    Lodfy verifies every company on the platform — registration, ownership and sanctions screening — before they can trade.

    Get verified