After you have input a client’s application onto the portal, you are able to review your Application Summary to ensure the information provided is correct and accurate. If you notice any mistakes in this application, please email us at [email protected] to correct this before AML has been approved.
Please ensure that any supporting documents are provided. For example, if you wish to change the address, we will require an updated proof of address.
If AML has already been approved and you wish to make changes to the client’s details, we will require a Change of Client Details form that has been wet signed or digitally signed by the client.
