Adding A Conjunction Agent

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On certain forms you may add another agent's details to your own details as a Conjunction Agent. This can only be done in an Agent Name field (Company or Trading Name).



Open or create the form you wish to add a Conjunction Agent to



Right Click on the appropriate Agent Name field (Company or Trading Name)


If the option <Select Conjunction Agent> appears in the list, then the form supports Conjunction Agents





Click on the 'Select Conjunction Agent' option


A List of Conjunction Agents will appear





If the Conjunction Agents details are not in the list of Agents, click <Edit On> then <Add> and type in all the details for that Agent



Double click on the agent you wish to select or highlight the agent and click <OK>



You will be asked if you would like to add this Agent as the primary agent


Conjunction Agent2_20170711


Click <Yes> if you would like the conjunction to appear as "Other Agent in conjunction with Your Company"

Click <No> if you would like the conjunction to appear as "Your Company in conjunction with Other Agent"



This will add the Conjunction Agent Details (incl. License No, License Expiry, ABN and ACN) to the Form


Note: The License Number, License Expiry, ABN and ACN may not appear on screen, but when the form is printed out all details will appear