Client Portal Instructions
Annual Return Process
Duplicate People Merging Instructions
Shareholdings
NZBN Numbers for Import
Adding a New User
Managed vs Un-Managed Companies
Exception Report
Data Flow and Updating Process
Customising Documents
AML, CDD and Electronic ID Verification
Limited Partnerships
Reserve Company Name
CCH Entities Content Guide
Company: Manager User Training |
60 minutes Designed for new users of CCH Entities - Company Manager |
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CCH Entities Portal Training |
30 minutes The portal allows your clients to view information on all people & companies linked to their trust or company |
Thursday, 30 October @ 3:00 pm
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AML, CDD and Electronic ID Verification |
30 minutes Learn how CCH Entities can help you with the AML regime and Electronic ID Verification |
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CCH Companies |
Short Recorded Sessions (10 - 15 mins) Administrator Setup |