Bulk Replace Associations in People

Nonto Mthembu
Nonto Mthembu
  • Updated

 

Athennian allows you to bulk replace a person from multiple offices across multiple entities, learn how to bulk replace a director, officer, manager or other principal from multiple entities at once below:

  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 and select the Filter button

  3. In the Roles dropdown, select the roles you wish to replace and click Apply
    NOTE: All roles can be bulk edited (except Beneficial Owners as they're maintained in Securities as Holdings
  4. Select the Status check box and click on the X Selected dropdown (note that the number will vary depending on how many associations are being replaced)
  5. Select Bulk Replace and a Bulk Replace window will pop up
  6. In the new window, click + Select Profile dropdown and select either Person or Entity, add the Address and confirm the Effective Date.
  7. Select Replace once the information is correct, this will make the changes across the affiliated entities
    • Note: The Associations in this person profile will be automatically marked as Inactive with an End Date and the Associations within the new selected profile will be in Confirmed status as of the Effective Date.
  8. Follow the steps listed in the Generating Supporting Documents portion of this help article to generate the supporting documents for the removals in each of the entities.

Video Instructions: