Joint Clients
Purpose
Accessing the Joint Clients dialog from this button will
allow up to 10 joint clients to be associated with a single client.
This relationship will be required where an investment is in
the name of a joint party, but details of all the individuals associated with
that joint client are required for IRD filing purposes.
Timing
Joint Clients may be added or removed at any time
Access
- Client Details Dialog |
Dialog Details
[F2]
in the any of the fields will present the Client Browse
Search
for and 
the required Client
If
the client has not already been loaded, 
to create a new Client
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