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.