If you are a Third party service provider: How do I remove clients that my company no longer transacts on behalf of?

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Accepted Answer

Select 'Manage Clients' under the 'Third Party (Clients)' tab. You can view a list of clients your entity is authorised to transact for. Click on the checkboxes of the clients you wish to remove and select 'Remove Client Entity'.

If you are a Third party service provider: How do I remove clients that my company no longer transacts on behalf of?

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