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Relationships - legal

Applies when creating a legal person

Click Add relationship button to add relationships of the company. Enter the following details:

Field name
Type
Description

Relationship type*

List

Select the relationship type:

  • Accountant,

  • Director,

  • Executive officer,

  • Member of board,

  • Representative,

  • Shareholder,

  • Supervisory board member.

Identification number*

Text/Number

Enter the identification number of the company representative.

Identification number country*

List

Select the identification country.

Status

List

By default, the status is Active.

Role

Text/Number

Enter the name of the role.

Percentage of signature

Number

Enter the percentage of the representative signature.

Representing start date*

Date

Select the representation start date.

Beneficiary

Checkbox

Select if the representative is the representative is beneficiary.

Add custom field

Button

Select if you want to add custom fields.

See below the screenshot of the relationships section for a legal person: