Download the sample excel spreadsheet from the bottom of this section.
Please note the examples provided in the spreadsheet, specifically that each separate person needs to be on a separate line.
It would be best if you copy your data into the sheet provided and return it to us. Please do not remove or change any columns or headings as this will make the format invalid.
A separate sheet for 'people' and 'organisations' is welcomed but not necessary, so long as the format is as per our example.
Once your excel spreadsheet is populated in the correct format, contact our team to get this list implemented into your firm.
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