This module organises client information in a hierarchical structure that mirrors real-world business relationships and compliance requirements.

The Clients module consists of four interconnected components, organised in the following hierarchy:

Function: Container groups for organising Object Companies

Think of it as: A portfolio or investment fund that contains multiple client entities

Example: "Alpha Capital BV" account containing multiple subsidiary companies

Function: Your actual clients with signed service contracts

Think of it as: The legal entities you provide services to

Example: Individual companies like "Alpha BV SPV 1" or "Alpha Finance Solutions LLC"

Function: Related individuals and entities connected to Object Companies

Think of it as: Directors, shareholders, beneficial owners, and other stakeholders

Example: Emma Jansen (Director) or Liam de Vries (Shareholder)

Function: Document collection portals for clients

Status: Currently in development

Note: User permissions may affect your ability to create, edit, or delete entries in any of these components. Contact your system administrator if you cannot access expected functionality.