Agents

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The Agents module is used to:

Maintain agent data
Cease an agent’s appointment (see Ceasing acting as a registered agent).
Request (see Requesting agent reports from ASIC) and view (see Agents' ASIC form histories) agent data from ASIC.

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.
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.

Related topics

Viewing agent details

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