1. Legal Entities

Add contacts to a Legal Entity

Specify the different contacts of a legal entity or natural person.

We have 10 default contact types (and an additional 'other' category):

  • Accountant
  • Asset Manager
  • Auditor
  • Contact Person
  • Family Officer
  • Legal Advisor
  • Notary
  • Private Banker
  • Signer
  • Tax Advisor