Hide the Account from this Client?
Untick if the client is allowed to see the account or tick if they are linked to the account for information purposes.
Is this Client an Account Signatory?
Tick if the client is an account signatory or untick if they are linked to the account for information purposes only.
Send Mail to Client?
Tick to have letters printed for clients of this role.
Include this Client as a Debtor when registering a Security Statement?
This option is not normally used for Deposit Accounts. When ticked, clients of this role will be included as a Debtor listed in the Financing Statement.
Is a Privacy Consent applicable to this Role?
Tick if a "Privacy Consent" is applicable to Clients linked to the Account of this Role. If unticked the "Privacy Consent" setting on the Client is not available.
Record Insurance Details?
Tick to record insurance details of Clients of this role on the Account. This setting needs to be ticked in conjunction with "Include Client level Insurance details?" also being ticked on the Product Type.