Client Security Register Details

Client Security Register Details

Purpose

To allows the setup of Client Security details required for PPSR registration.  When this dialog is accessed for the first time, it will prefill with details already recorded on the Client Details dialog.  This detail may then be changed to conform to the requirements of the PPSR.

This information must be completed before you are able to register any securities with the PPSR.

This dialog may also be used to hold identification details (drivers licence, passport etc) for AML/CFT legislation requirements. 

Access

  1.  button from within a client
  2.  button form within a Financial Statement 

Dialog Details

Details Specific Fields: Debtor Person

The below dialog will be presented


Field
Explanation
Type
Ensure person is selected
Organisation TypeThis field will be disabled
Company No
This field will be disabled
Company Name
This field will be disabled
First Name
Middle Names
Last Name
Will be prefilled from the client details dialog

Edit details if required
Address Suburb City Postcode
Enter/Confirm the Clients Address details
Country
Select the Country
Birthdate
Enter the clients Birth Date
Date of Death
Enter the date of the clients death
Status
Enter the Status of the person
Driver License No
Enter the clients drivers Licence details
Driver Lic Exp, Date
Enter the clients Drivers Licence Expiry details
Identification
Enter any alternative Identification details, e.g. Passport
Business Number
Not required

Details Specific Fields: Organisation


FieldExplanation
Type Ensure Organisation is selected

Tabbing from this field will open the next 3 fields for entry
Organisation TypeSelect the type of Organisation
Company No

Enter the Company No.

For PPSR registration this MUST match the Company No. on the companies register
Company Name

Enter the Company Name


For PPSR registrations this MUST exactly match the Company Name on the companies register (including Ltd being written at Limited)
First Name Middle Name Last Name
Enter the first, middle and last name of the person who is signing on behalf of the company
Address 
Suburb
City
Postcode
Will be prefilled form the client details dialog

Edit details if required
Country
Select the Country
Birthdate
This field will be disabled
Date of Death
This field will be disabled
Status
Enter the Status of the Organisation
Driver License No
This field will be disabled
Driver Lic Exp. Date
This field will be disabled
Identification 
Enter any further identification not notes ( e.g Named persons position at the company )
Business Number

Enter the Australian or New Zealand Business Number if the client is a company

On Save:
  1. The NZBN will be checked for length
  2. The ABN will be checked to ensure that it is a valid business number

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