In the 'Linked relations' section, you can link other relation files to this specific one. To link a relation:
- Click the + icon at the bottom of the box.
- Select the nature of the link, such as Contact, Shareholder, or Director, etc.
💡Tip: You want to designate a certain contact as the primary contact? Click the star next to the name. This contact will also appear at the top of the relation file, in the ribbon.
If a person has multiple roles within the same file—for example, as both a shareholder and a beneficiary—you can easily add the person multiple times with different roles.
Shareholders, directors, and certain other relations also play a role in UBO calculation.
⏭️ Up next, explore the following section of the relation file: The relation file - Communication section