> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-relationships.md).
# Adding Relationships
Learn how TrustForm helps you manage all entities and stakeholders connected to an applicant in a structured and compliant way.
## Overview
You can add and track key relationships such as:
* Authorised persons
* Controlling persons
* Directors
* Shareholders
* Ultimate Beneficial Owners (UBOs)
This ensures you stay compliant with regulatory requirements while maintaining a complete view of every relevant relationship.
## Adding a Relationship
To add a relationship, follow these steps:
{% stepper %}
{% step %}
#### **Open the applicant’s profile**
Open the required profile and go to the **Applicant** tab.
{% endstep %}
{% step %}
#### Click Add for the relevant relationship
The **Relationships** section is located at the bottom of the **Applicant** tab. Select the type of relationship you want to create and then click **Add**. For example, select Add Shareholder.
{% endstep %}
{% step %}
#### Select the entity or create a new one
* If the person or entity already exists in the system, select **Existing entity** to link their profile (no need to duplicate data).
* For new entries, choose whether the relationship is **Individual** or **Corporate**.
{% endstep %}
{% step %}
#### Fill in the required details and save
* Enter the necessary information and upload documents if required.
* Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.
* You may press **Save Form** at any point to save the information. The system retains the data even if the form is not yet fully completed.
{% endstep %}
{% endstepper %}
## Viewing and Managing Relationships
#### **View data**
Go to the relevant relationship tab in the applicant’s profile. You’ll see a list of all linked relationships (directors, shareholders, authorised persons, etc.) with their details.
#### **Visualise ownership**
Trustform generates a clear ownership structure chart to help you see how directors, shareholders, and other entities are connected. For more details, visit the [**Ownership Structure**](https://docs.trustform.io/guide/review-clients/review-ownership-structure) page.
#### **Edit data**
Click the relationship entry you want to update, make your changes, and hit **Save**. You can also leave comments if needed.
#### **Remove a relationship**
Click the three dots next to the relationship, select **Remove connection**, and confirm. The relationship will be disconnected from the account but the profile will remain in the system.
#### Frequently Asked Questions (FAQs)
What documents are required for verifying relationships?
Commonly required documents include identification, proof of directorship, proof of shareholding, or proof of authorisation/control.
Can one individual or company hold multiple roles?
Yes. You can assign multiple relationships to the same profile (e.g. someone can be both a shareholder and a director). Use the **Existing entity** option to connect profiles without duplicating data.
