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Client Onboarding Features…

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Can we implement multiple nationalities
Client Onboarding Features and Bugs
2 tables are populating instead of 1 for directors
Client Onboarding Features and Bugs
For some reason this doesn't full a half moon when completing directors
Client Onboarding Features and Bugs
Shareholders
Client Onboarding Features and Bugs
Administrator
Client Onboarding Features and Bugs
Investment Manager
Client Onboarding Features and Bugs
Expected activity changes
Client Onboarding Features and Bugs
Custody arrangements
Client Onboarding Features and Bugs
General Company Details
Client Onboarding Features and Bugs
Populating the Business Nature section for some reason populates the sections 2
Client Onboarding Features and Bugs
Business trading address
Client Onboarding Features and Bugs
Source of Wealth
Client Onboarding Features and Bugs
Shareholders
Client Onboarding Features and Bugs
Directors
Client Onboarding Features and Bugs
Emails of traders
Client Onboarding Features and Bugs
Pre-approved authorised signatories
Client Onboarding Features and Bugs
Approvals and authorisations
Client Onboarding Features and Bugs
Change categories
Client Onboarding Features and Bugs
Bank Account Setup
Client Onboarding Features and Bugs
Bank Details
Client Onboarding Features and Bugs
Declaration & Sign-off
Client Onboarding Features and Bugs
Replace DOB with Date of Birth and have a date selector (not calendars)
Client Onboarding Features and Bugs
Take out this "Nature of business" activity question
Client Onboarding Features and Bugs
Just simply, 'Please provide details', we don't need 'If yes'
Client Onboarding Features and Bugs
Redefine question on bearer shares
Client Onboarding Features and Bugs
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