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Changing partner details

Corporate Compliance and Corporate Admin will be retired on 15 April 2024.
You won't be able to use either software after 15 April 2024. Learn what this means for you

Use the Partners screen to edit partner name or code details.

To change a partner’s details
  1. Select Tools > Partners from the main menu. The Partners window lists all partners.
  2. Select a partner and click Change, or double-click the partner. The Edit Partner window opens.
  3. Change the details as required.
  4. Click OK. The selected partner’s details in the selection list are updated.
  5. Click Close. The Partners window closes.
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