. 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 File and upload signed form • Click Save IMPORTANT NOTE REGARDING EEA (ex German) Clients: A Relationship Manager may cover an EEA customer under the…