Client Portal - KYC Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the KYC settings, you can customize the KYC requirements for different client groups, personalize the KYC form and necessary information, and configure client authentication settings to enhance security. This allows you to tailor the KYC process to your specific business needs and compliance standards.