Welcome to the Connectworks Knowledgebase

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    6. CDD Workflow Step: Client Information

    1. Navigate to the "Client Information" subsection in the left-hand column. Most fields in this subsection will already be filled via the information provided from the Companies Office, or previously recorded within the entity's profile.

    There is a legal requirement to enter a companies trading name if it differs from the legal entity name.

    2. Once you have checked all the information is correct and made any amendments, select the tick box at the bottom of the page "This section has been completed"

    3. Select Update

    Was this article helpful?