6.4.3.4.3 Relationship of Person Named Above to the Person or Entity Conducting or Attempting to Conduct the Transaction

Use this section to specify the relationship of the person named above to the person or entity conducting or attempting to conduct the transaction.

This section is displayed when you save person details in the Person Details (Conductor) section.

To specify the relationship, follow these steps:

1. Select the relationship from the Relationship drop-down list. For example, accountant, broker, agent, and so on.
2. Click Save. A relationship is updated with the person.