Corporation/Partnership (with contact people) | Individual | - Users are shown the Change Client Typedialog with all of the client contacts listed. Users can either modify a contact or create a new contact.
- Creating a new contact will update the client type to Individual. The individual will also be added to the client contacts list.
- Modifying a contact will update the client type to Individual. The selected contact will become the client whilst the other contacts will be the client's contacts.
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Corporation/Partnership (without contact people) | Individual | - The Corporation/Partnership will be changed to an Individual. The Individual will be added to the client contacts list.
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Corporation/Partnership | Multiple Applicant | - The Corporation/Partnership will be changed to Multiple Applicant.
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Individual | Corporation/Partnership | - A new Corporation/Partnership client is created with the same name as the Individual.
- The Individual is kept as a contact for the Corporation and the Individual's relationship is changed to Applicant.
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Individual | Multiple Applicant | - A new Multiple Applicantclientis created with the same name as the Individual.
- The Individual is kept as a contact for the Corporation and the Individual's relationship is changed to Applicant.
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Multiple Applicant | Corporation/Partnership | - The Multiple Applicant will be changed to a Corporation/Partnership.
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Multiple Applicant (with contact people) | Individual | - Users are shown the Change Client Typedialogwith all of the client contacts listed. Users can either modify a contact or create a new contact.
- Creating a new contact will update the client type to Individual. The individual will be added to the client contacts list.
- Modifying a contact will update the client type to Individual. The selected contact will become the client whilst the other contacts will be the client's contacts.
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Multiple Applicant (without contact people) | Individual | - The Multiple Applicant will be changed to an Individual. The individual will be added to the client contacts list.
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| Individual Client who is not a trustee | Trust | - The individual entities basic entity details are copied and the new entity is assigned against the client. Leaving the original individual entity against the client as a contact whose relationship is changed to 'applicant'.
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| Individual client who is a trustee with trust details | Trust | - The trust entity is moved against the client, and the individual client is left as a client contact, but the relationship is changed to trustee.
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| Corporate client (or types other than multiple applicants and individual), who is not a trustee | Trust | - The client is changed to trust, and the entity type is trust too.
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| Corporate client who is a trustee | Trust | - The client’s corporate entity is added as a client contact with the relationship oftrustee. Thetrustentity is moved into the client entity.
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