Complete the client file together with all the necessary information.
It is very important that you understand the significance of each field in the client maintenance file and which fields are mandatory from a Company Secretarial point of view.
After you have set up your clients you need to:
Set up the following in Master – Files in the case of a company:
· Share Capital Class
· Auditor
· Registered office
Once the master files have been established it will then be necessary to set up the links
· In the case of a Company
· In the case of a Close Corporation
· In the case of a Trust
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