6.5.2 Signatory

Use the Signatory pane to view, add, and update information about the selected involved signatory details. A Signatory is a person who is authorized to manage the account.

To add signatory details, follow these steps:

1. In the Involved Account Details page, go to the Involved Signatory pane and click Add. The Signatory Details window is displayed.
2. Enter the following information in the Signatory Details window as tabulated.

   Table 6-9 Signatory Details Fields

   Fields	Description
   Is Primary	Select Yes or No to specify whether the signatory is primary.
   Role	Select the role of the signatory.
   Title	Enter the title of the signatory.
   Prefix	Enter the prefix of the signatory (Mr or Mrs)
   First Name	Enter the first name of the signatory.
   Middle name	Enter the middle name of the signatory.
   Last Name	Enter the last name of the signatory.
   Gender	Enter the gender of the signatory.
   DOB	Select the date of birth of the signatory.
   Place of Birth	Enter the place of birth of the signatory.
   Mother’s Name	Enter the signatory’s mother’s name.
   Alias	Enter the alias of the signatory.
   Nationality 1	Select the nationality 1 of the signatory.
   Nationality 2	Select the nationality 2 of the signatory.
   Nationality 3	Select the nationality 3 of the signatory.
   Country of Residence	Select the country of residence of the signatory.
   Email ID	Enter the email ID of the signatory.
   SSN	Enter the SSN (social security number) of the signatory.
   ID Number	Enter the unique identification number of the signatory.
   Source of Wealth	Select the source of the wealth of the signatory.
   Passport Number	Enter the passport number of the signatory.
   Passport Country	Select the country of the passport.
   Deceased	Specify if the signatory is deceased.
   Deceased Date and Time	If deceased, select the date and time of the signatory’s death.
   Person Tax Number	Enter the personal tax number of the signatory.
   Person Tax Registration Number	Enter the personal tax registration number of the signatory.
   Comments	Enter comments, if any.

   For more information on Address, Phone, Identification, and Employer Details, see the Person Details section.
3. Click Save. A confirmation message is displayed and the newly added signatory details appear in the Signatory list.
4. To update an existing signatory, select the Signatory Name and update the necessary information.
5. To delete an existing signatory, select the required signatory from the Signatory list and click Delete . The selected signatory is removed from the list.