Record Family Relationships
Set up family relationships to record indirect interests such as interest held directly by a family member or if a director transfers shares to a family member, such as their spouse or children.
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Create individual records for the individuals in the family relationship.
Refer to Create an individual for more information.
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Open the director's record and go to Individual Details > Family Relationships.
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On the Family Relationships page, select Wizards > New Family Relationship to open the Family Relationship wizard.
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On the Relationship page of the wizard, select the type of relationship, then select Next.
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On the Select Left Person page, select who the left person is, then select Next.
For example, if you selected the Husband > Wife relationship in the previous step, the left person is the husband. By default, the individual whose record you are in is selected as left person. You can change it if required.
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On the Select Right Person page, select who the right person is, then select Next.
For example, if you selected the Husband > Wife relationship as relationship type, the right person is the wife. The right person also defaults to the individual whose record you are in, but you can change this as required.
- On the Notes page, enter the start and if applicable, the end date for the relationship, add any relevant notes.
- Select Finish to complete the wizard.
The relationship is now listed on the Family Relationships page.
