6.4.3 Signatory

Use the Signatory section to add and update information pertaining to the selected involved signatory details.

To add signatory details, follow these steps:

  1. On the Involved Signatory section, click Add. The Signatory Details page is displayed.
  2. Enter the information in the Signatory Details fields.

    Table 6-12 Signatory

    Fields Description
    Is Primary Select whether the signatory is primary or not.
    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 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 Involved Signatory Name and update the necessary information.