Client Onboarding Features and Bugs

Remove these questions Then can we rather add this above the submit button: I (We) hereby represent and warrant that the information disclosed above, and evidence provided with this form is true and correct in every respect; • I (We) warrant and confirm that the transaction is not connected with money laundering or funding of terrorism; • I (We) warrant and confirm that I (We) is not involved or was involved in money laundering or funding of terrorism; • I (We) undertake to notify Peresec of any material changes to such information; and • I (We) have never been the subject of an investigation by a governmental, professional or other regulatory or statutory body.

Add a question at the end of the bank details section that says: "Do bank account details provided within mandate reconcile to residence/ jurisdiction / nationality?" Then follow up question, "If no , please provide more details"

Bank Account Setup should be named 'Peresec Accounts Requirements' Delete "Please confirm the currency you'd like to open your account in" Delete "Other Currencies for your bank account"

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)

-> Change Approvals and authorisations to 'Authorised persons' -> Remove Trading instructions

If answer is no, we actually need to collect the same information as the information that we are collecting for directors We also need to add an additional input called 'Authority' which is a dropdown that can be 'Trade Instructions' or 'Payments'

After the Choose Files button, ask does the PDF include emails of traders? If no, give Authorised signers for trading block to allow to input details

First question, 'Do you have corporate directors?' If yes, populate the company questions If no, the populate individual questions Let's get rid of these questions and instead have a row with a + button to add another row for more directors

Split into 2 questions: Do any individuals hold more than 25%? If yes, then show the table and the additional input Do any companies hold more than 25%? ... same thing

Source of Wealth change to "Source of Funds" Source of Wealth -> Remove this question -Source of Funds -> Change to 'What is the source of funds'