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New Company Client

New Company Client

Owned by Adam Evans
Jun 13, 2017

Accessing the New Company Client Page;-

  • Select 'Clients' from the top navigation bar, this will automatically take you to the client bank.
  • Select 'Add Company Client' from the dropdown menu.
  • Complete the details and select 'Save'.


Note

You can associate 'Shareholders' and 'Directors' to company clients, however this needs to be completed from the relevant individual's occupation section. 


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