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The Agents module is used to:

How to access the Agents module
  1. Click Agents on the Task Bar. The Agents selection list opens. All agents in your practice who have been entered in Corporate Compliance are listed.
  2. Right-click a listed agent to select an option:
    • Request ASIC reports

    • Cease to act as registered agent

    • Open agent details

    • Add agents

    • Delete agents.