Edit beneficial owners

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
  1. ‌Select Save. The record is updated.

Learn how to manage your compliance officers and beneficial owners in IRIS Elements Anti Money Laundering

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