KYC Details—Insider Info tab
21. If the client is a director or senior officer of a publicly-traded issuer, do the following:
a) Select Yes form the drop-down list.
b) Enter the Security Number and the Security Name.
c) Click Submit.
22. If you want to cancel all changes you have made, click Cancel. The Know Your Client Summary screen reappears without any changes made.
23. If you want to save the KYC information, click Save. The KYC is added and appears on the Know Your Client Summary screen.