GoProposal Ideas Portal

Prepopulated AML forms from information already held in the CRM of Go Proposal

Pre populate the KYC and risk assessments with the information already entered into the system


Examples would be the KYC ask for "Name" but at the top the screen says KYC for ABC Limited so it should fill that in already


It also asks for Directors details but we have entered that information already and linked the individuals to the company, so the names could be pre filled in, just waiting to complete the details like shareholding

  • Guest
  • Nov 22 2023
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AML
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