n Activities subsection iv. Select New Task. Continue for -Task" record type. v. Enter the following information in the Task fields: • Subject: UK HNW Company Exemption • Due Date: Date of last signature on form (BSO's signature) • Type: Other • Status: In Progress • Assign to: Diana Canter • Select Attach

d Go to Open Activities subsection Select New Task. Continue for "Task" record type. Enter the following information in the Task fields: Subject: UK HNW Company Exemption Due Date: Date of last signature on form (BSO's signature) Type: Other Status: In Progress Assign to: Diana Canter Select Attach File and upload