|This article will explain how to record a member of stafff as a 'Key Person', 'Director' or 'Shareholder' of the business. This may be useful to help you understand who may need to be covered for protection or retirement based contracts.|
Select the corporate client from the Clients module. Select Employees from the left hand menu. A full list of employees will be displayed, select the relevant employee and go to the Employment tab:
Using the checkboxes at the bottom of the screen, indicate if the employee is a 'Key Person', 'Director' or 'Shareholder' by placing a cross in the relevant box.
You can record an employee as being a 'Key Person', 'Director' and 'Shareholder' or any combination of these. If you are recording the individual as a 'Shareholder' then you should also record the percentage of ownership if known.