Deleting a Client

To delete a client, find it in your list of clients and click on it.

Then, click on Remove Client Relationship at the bottom of the tab.

Even if a client relationship is removed, all the related information will be still stored in encrypted form in the database.

Therefore, if at some point you want to restore the removed client relationship, the system will be able to retrieve the information previously collected on that client.

This also means that if a person appears as the beneficial owner of multiple companies created as clients in the system, removing one of these companies will not result in the deletion of the data of the beneficial owner (as that data is still relevant for another company created as a client in the system).