Editing an associated party
- Former user (Deleted)
- Deborah Cross (Unlicensed)
When you edit an associated party, the Edit Associated Party wizard is displayed in a panel, as shown in Figure 9Â below, and the wizard walks you through re-entering details about the business or individual, and then through details about their role.
Figure 9. Edit an Associated Party Wizard (example where business captured manually)
However, if the information was downloaded from a business register, only the name, date of birth, country of residence, and address of associated individuals may be edited, since those details may have changed since the business was registered and must be accurate for verification purposes. Other details obtained from the register cannot be edited, since they are part of an official record. In that case, the information can only be displayed on the screen:
Figure 9a. Edit an Associated Party Wizard (example where business downloaded from a register)
Procedure 20. Edit an associated party
On the Verify a Business screen:
1. Navigate to the party you want to edit and select the dropdown options button.
2. Select Edit.
3. When the wizard appears, follow the instructions on the screen:
4. Select Next to proceed to the next step, or Back to return to a previous step. You can cancel at any time, by selecting Cancel editing.
Information specific to the role may be requested. If you are unsure about an item, select 
next to the role for help.
5. Select Finish.
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