Configurable fields Client Onboarding & Client File
A few of our professional users have indicated that some of the mandatory questions in both the Client Onboarding Module and the Client File Module were irrelevant to their clients. These questions related to whether a client is an insider, has 1% shares in a listed organization or is a U.S. person. We have therefore changed the settings so professional users can configure which questions they would like to include in the questionnaires.
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