Bulk Retire Associations in People

Save time and boost your efficiency by easily removing a Person's associations from multiple Entities simultaneously.

Overview

Bulk retire a person's association (e.g., as a Director or Officer) from several Entities at once directly from their People profile.

Availability: All customers.

Important: A limit of 49 records can be bulk retired at a time.

Access the Person's Profile and Associations

1. Navigate to the People section and select the record of the person you would like to remove from multiple entities
2. Click on the Associations tab

Filter and Select Associations

1. Click on the Filter button to filter by the Status or the Role
2. In the Status dropdown, select to view either Active or Inactive associations
3. In the Roles dropdown, select the roles you wish to edit and click Apply
   1. Note: All roles can be bulk replaced (except Beneficial Owners, as they're maintained in Securities as Holdings)
4. Click on Apply
5. Click on Select All
6. Click on Manage Selected

Perform the Bulk Retirement

1. Select Bulk Retire from the dropdown
2. In the Bulk retire modal, select the mandatory Effective Date* and in the End Reason dropdown, select the reason that applies (Removed, Resigned, Retired, Deceased, Other) 
3. Once completed, click on the Retire button. You will note that the End Date is added and the Status updated for each association to Inactive status
4. Follow the steps outlined in the Change of Principals Task article to generate any relevant supporting documents for the removals in each entity

Video Instructions