Anna Murray (Customer) asked a question.
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Kia ora Anna
Thank you for the question! This is entered in the Firm role of the Company matter type. The LEAP AML Annual Report populates based off the Formation Critical Date, Compliance Table and Firm Role data. Further information about what AML fields are available is here: https://help.leaplegalsoftware.co.nz/s/article/How-to-Complete-AML-NZ