Relationship types

The Relationship types available to add will vary depending on the Client type you’ve added.

Here is a list of available relationship types available to add for each client type.

Can't find what you're looking for? Post a new relationship type suggestion in our Ideas Portal.

Trusts

• Trustee

• Settlor

• Beneficiary

Individuals

• Spouse

Businesses

Limited Companies

• Director

• PSC

• Secretary

• Employee

Sole Trades

• Proprietor

• Employer

Partnerships

• Partner

• Employee

LLPs

• PSC

• Employee

• Member

• Designated Member

Incorporated Charities

• PSC

• Secretary

• Employee

• Trustee

Unincorporated Charities

• Employee

• Trustee

Other

• Employee