Search for a client

How do I find a client's customer due diligence and risk assessment page?

To search for a customer's due diligence page and risk assessment click the 'Client Onboarding' tab at the top of the screen.

The system will now offer you the ability to search using date/s, or by inputting the client name in the search box. Enter the details and the client details will appear in the list.

Click on the client name and you will be directed to their Customer Due Diligence / Customer Overview page.