Add a Beneficial Owner

Create a record for every beneficial owner, officer and manager (BOOMs) who has been approved by the relevant supervisory authority or via a criminality check.

1. Go to Practice compliance > Beneficial owners (BOOMs).
2. Select Add owner.
3. In the User email or owner name box, type the name or email address of the user.
4. On the Relationship with firm list, enter how this owner or manager is related to the firm.
5. Select the Start date (use the date picker or type a date in the box, in the format DD/MM/YYYY.)
6. Select the Date of cessation. (You can leave this empty unless you know the date that the BOOM assignment for that user will end.)
7. Select Save.