Officers/Members/Partners/Trustees Dialog

This dialog enables you to record the officers/members/partners/trustees associated with an entity.

It is available by clicking the Officers, Members, Partners or Trustees link on the Summary tab.

In LLP formats, this dialog is called Members.

In Partnership formats, this dialog is called Partners.

In Occupational Pension Scheme format, this dialog is called Trustees.

In addition to the on-screen advice, you should note the following:

Officers/Members/Partners/Trustees

New: Click to add an officer/member/partner/trustee to the entity, via the New/Edit Officer/Member/Partner/Trustee dialog.

Delete: You should only delete officers/members/partners/trustees added in error. Otherwise, you should use the cessation date and reason on the New/Edit Officer/Member/Partner/Trustee dialog.

Check box (Academies only): Where governors are not the same body of people as the trustees of the academy select the check box provided. The Governors/Trustees report will refer to trustees not governors and be titled accordingly i.e. 'Trustees' Report for the Year Ended ...'

Add a blank signatory

New: Click to add a blank dotted signatory line in all signatory sections of the main reports/accounts.