video1.0<iframe src="https://www.loom.com/embed/9a16d2d4d89e496fa73ad8a5d8291edd" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9a16d2d4d89e496fa73ad8a5d8291edd-00001.jpg170.47In this video, I demonstrate a simple way to create a private client file for a corporate client and link the identity verification sessions of existing directors. I show how to create a private individual file that contains risk assessments and identity verification information for a director in their private capacity. The process involves using the options drop-down menu, selecting actions, and clicking the create client party button. I emphasize that the information and files will only be linked if the identity verification session already exists in the corporate file. No specific action is requested from the viewers, but the video provides helpful guidance for managing private client files.