Updating an individual is important to make sure that the information that is held in IAR is up to date and correct.

Start in the individual summary -> go to the top dropdown -> update individual

You can now alter the personal details of the individual:

You can also update the details regarding this persons firm information such as; position, regime as well as employment and line manager.

If the individual is a part of multiple entities and you are wanting to remove their role on one entity, select the box on the left and click remove selected entities. you can also add additional entities by clicking add firm and filling out the relevant information.