How to add an Other Entity

1. Select Add Contact and the Adding a Type of Contact sub screen will appear.
   
   
2. Select Other Entity.
   

3. The Add/Edit Other Entity screen will appear. Input the following information:
   

   Entity Information	Explanation
   Name*	Input the Entity name
   Email	Input the Entity's email address
   Phone	Input the Entity's contact number
   ABN	Input the Australian Business Number if the country of jurisdiction is Australia
   USI	Input the Unique Superannuation Identifier (if applicable).
   SPIN	Input the Superannuation Product Identification Number (if applicable).
   Member Account Number	Input the Member Account Number (if applicable).
   Address	Input the address of the Entity

    
4. Select Create Other Entity. 
   

 Related Pages

• Add a Trust 
• Delete a Contact