Edit a Beneficial Owner

You can't edit a beneficial owner record. If you need to make changes, delete it and add a new record.

You can update a record for each beneficial owner if they change their relationship with the firm, or leave the firm for example.

1. Go to Practice compliance > Beneficial Owners.
2. Locate the row of the owner, officer, or manager you want to amend and on the context menu, select Edit.
3. Change any of the following details:

• User
• Relationship with firm
• Date of appointment
• Date of cessation

4. ‌Select Save. The record is updated.