Manage Organisation Role Changes

How to Manage Organisation Role Changes on BFSConnect

Welcome to BFSConnect, our client service portal. This guide will walk you through the process of managing organisation role changes.

1. Accessing the Management Dashboard

   • Click on "Manage Account Details" in the top toolbar.
   • Select "Manage Organisation Role Changes" from the dropdown menu.

2. Initiating a Role Change

   • On the Manage Organisation Role Changes Dashboard, click "Update" to initiate a role change.
   • Complete the required details to start the process.

3. Adding or Removing Representatives

   • To add or remove authorised organisation representatives (e.g., signatories, beneficial owners, BFS online administrators), select the account and the change type.
   • Specify whether it's an addition or removal.
   • Select the representative accordingly.

4. Uploading Supporting Documents

   • Upload a copy of the latest minutes supporting the request.
   • Note that if you're adding new organisation representatives, all named parties on accounts must undergo identity verification as required by law.
   • BFS partners with First AML for this process and will contact the named parties if verification is necessary.

5. Submitting the Request

   • Once all details are entered, click "Submit Request."
   • Ensure you have read and understood the terms and conditions associated with the request.

By following these steps, you can effectively manage organisation role changes on BFSConnect. If you have any questions or need assistance, feel free to reach out for support.