To enter or update the Business or Registered Address for a client:
- Go to Compliance from the main menu.
- Select Client Details.
- Click on the Address Details tab.
- Click Manage Address on the right side of the screen.
- Choose either Business Address or Registered Address from the list.
You’ll then be able to enter or edit the following fields:
- Street
- Town/City
- County
- Post Code
- Country
- Effective From / To dates
This ensures your client’s address details are accurate and up-to-date for compliance and reporting purposes.