Enter the Client or for an Ad-Hoc enquiry, leave blank and enter the details manually on the next page.
The Enquire on the Person Acting for this organisation checkbox allows the "Person Acting" rather than the "Company" to be enquired upon. This checkbox will be enabled if there is "Person Acting" details entered on the "Clients form, Name & details page", for the Company that you are doing the Credit Enquiry on.
Select the "Credit Bureau Product" as NZCO Entity Role Search.
Click Next.
Select the Enquiry Options by ticking the relevant checkboxes:
Include Directors in search? - tick to include a summary of the Directors within the search.
Include Shareholders in search? - tick to include a summary of the Shareholders within the search.
Only include if the Director or Shareholder has an active role in one registered company? - tick to include a summary if the Director or Shareholder has an active role in one registered company, within the search.
Click Next.
Click Finish to complete the Credit Enquiry
Icon | Definition |
---|---|
![]() | Add a Log linked to this Service Log |
![]() | Print Credit Enquiry |
![]() | Save Credit Enquiry to a file |
![]() | Email Credit Enquiry |
![]() | Save Credit Enquiry as a PDF document |
![]() | Email Credit Enquiry as a PDF document |
![]() | To open the Credit Bureau Service Log Details form. |