Editing an Entity/Client Profile

A Profile refers to a legal entity (including a company, superannuation fund, trust or a natural person).

Should an entity's details, address or tax file number change, you can easily manage these within Connexian.

Please note, however, that any changes made will only affect new applications, meaning any previous applications that have already been submitted/finalised will not be updated. If you need to change this information on an existing investment you will need to reach out to the relevant fund manager/registry/advisor for assistance. Once an application has been finalised it can no longer be edited from your end.

Instructions

1. Log in to the Connexian Gateway. 
2. Select Profiles in the left-hand side menu. If the menu is not expanded, click the hamburger icon in the top left corner. 
3. Click on the relevant entity within the list of profiles that appears.

From here there are a number of changes that can be made depending on the type of entity you are editing.

Task	Entity/Entities	Instructions
Update basic information (name, contact details, addresses, sole trader details, date of birth/establishment, initial settlement sum, ARSN, partnership type)	Individual Company Superannuation Fund Trust Partnership Ancillary Fund Joint	Click the three dots to the right of the entity's name. Click Edit Profile. Click Save when you are ready to save your changes.
Accountant Contact		Click Contacts. Click Edit Accountant Contact. Click Save when you are ready to save your changes.
Bank Accounts		Click Bank Accounts. From here you can: Click Add Bank Account to add a new bank account. Click Remove to remove an existing bank account.
Investment Applications		Click Investment Applications. From here (assuming the entity has previous applications to list) you can: Click Application next to an application to download its application form.
FATCA and CRS		Click the three dots to the right of the entity's name. Click Edit FATCA and CRS. Click Save when you are ready to save your changes.
Sharing		Please refer to the article on Viewing and using a shared Investor Profile for instructions managing shared entities.
Structure	Company Superannuation Fund Trust Partnership Ancillary Fund Joint	Please refer to the article on Entity Structure for instructions on editing an entity's structure.