Managing key persons
- Go to Entities and select an entity.
- Click the Key persons tab.
- Here you can view all individuals linked to the entity and their roles.
Adding a key person
1
Click Add key person
Click the Add button on the Key persons tab.
2
Enter their details
Provide the person’s name, email, and role (director, officer, signatory, etc.).
3
Add additional information
Depending on the entity’s jurisdiction, you may need to provide:
- Date of birth
- Nationality
- Residential address
- Government ID numbers (e.g., SSN, PAN)
- Passport or identification documents
4
Save
Click Save to link this person to the entity.