Delete a Beneficial Owner
You can't edit a beneficial owner record. If you need to make changes to a beneficial owner record delete it and add a new one.
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Go to Practice compliance > Beneficial Owners.
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Locate the row of the owner, officer, or manager you want to delete and on the context menu, select Delete.
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Select Confirm Delete to proceed (or select Cancel if you're not sure). The beneficial owner, officer, or manager is removed from the list.