Change categories
complete
N
Nick
- Add these options instead:
- Receive statements and Reporting
- Complete W-8 BEN-E
- Instruct on corporate action events
- Receive contracts notes and FX confirmations
- Then take out the option to add notes
- For the W-8 BEN-E form, you should not be able to add another contact (i.e. take out the plus button for this option)
N
Nick
marked this post as
complete
N
Nick
marked this post as
planned
N
Nick
Take out the option to add notes
N
Nick
For the W-8 BEN-E, you should not be able to add another contact