Delete beneficial owners

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.

  1. Go to Practice compliance > Beneficial Owners.

  2. Locate the row of the owner, officer, or manager you want to delete and on the context menu, select Delete.

  3. Select Confirm Delete to proceed (or select Cancel if you're not sure). The beneficial owner, officer, or manager is removed from the list.