Manage

Key Persons

Record owners, signatories, and primary contacts for the company.

Flowchart

flowchart TD
  A[Select company] --> B[Open Key Persons]
  B --> C[Add or update person]
  C --> D[Assign role / capacity]
  D --> E[Available to compliance products]

Flowchart: Key Persons workflow flowchart for Manage. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Select the company, then open Key Persons.
Add a person or update an existing contact.
Assign the correct role or capacity (director, authorised signatory, and related).
Save so Secretarial and other products can reference the same people.
Review the list when ownership or signing authority changes.