CRM · Tax entity workspace

Harbour & Co Super Fund

ENT-2184 · Individual · Connected to Harbour & Co

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I
Harbour & Co Super Fund
ENT-2184 · •••• 9062
ArchivedStatus
Harbour & CoCustomer
Sarah K.Responsible staff
2Representatives
Entity information
Approved identity summary.
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TypeIndividual
Identifier•••• 9062
CustomerHarbour & Co
Open tasks0
Representatives
Contacts linked to this entity.
Oliver ReedPrimary representative · contact@example.test
Jordan LeeAuthorised contact · jordan@example.test
Activity history
Entity and relationship events are retained in the preview model.
Sarah K. updated entity statusToday, 09:42
Michael R. linked the entity to Harbour & CoYesterday, 15:10