Remove associate roles from the company profile
For associates on the Shareholders or Ownership verification list, you can remove one or more of their roles from the parent company profile.
Removing an associate's role from the company profile automatically cancels or rejects the product application for that role and severs the role’s relationship to the parent company, ensuring it isn't factored into the company’s risk score.
Although a removed role is no longer linked to the company, the role is retained in the associate’s profile. You can access the associate’s profile by selecting the associate’s name in the verification list. If the associate no longer appears on the verification list because all roles were removed from the parent company profile, you can access the associate’s profile by selecting the associate’s name in the company profile's audit report item that's generated after a role is removed.
To remove one or more roles of an associate from the company profile:
On the Shareholders or Ownership verification list, select the Edit button
next to the associate you’d like to edit.The associate may appear on the Active tab if they have at least one active role, or on the Removed tab if all of their roles were previously removed from the verification list.
The verification list enters edit mode where you can view the roles of the associate. You can remove roles marked as Active or Removed.
Select the Remove from the company profile icon
next to the roles you'd like to remove.The roles disappear from the list but your changes won't take effect until you save them.
Select . The Save changes drop-down appears.
Optionally, add a comment for your changes. This comment is displayed on the Audit report of the associate and company profile for each role that is removed.
Select .