This facility allows you to find all natural persons in the system, or to add persons who are not members of a fund, e.g. a contact person for an insurer. You can find the details of a person and their memberships where the product is not known, and you can add or update person details, e.g. address. You can also display all relationships a person has to any other persons or organisations, e.g. asset manager. These relationships have a start and an end date. In addition, you can add new memberships for a person.
Log in to the system from the Logon page.
Click clients.
The Welcome screen will be displayed.