Can I link individual clients to corporate clients?
Last Modified on 25/01/2018 2:36 pm GMT
This article will explain how to attach an existing individual clients to a corporate client. This may be useful if you already provide financial advice to some individuals and then agree to manage the company's group scheme arrangements. It may also be useful if you forget to create the individual as an employee and need to attach them to the corporate client at a later date.
Select the individual client from the Client module: To add them to an employee list, click on the Employer drop down list and select the relevant corporate client.
The individual client will now appear on the list of employees for your corporate client.