Relationship types

The Relationship types available to add 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