Info on submission of completed application
How do I complete my application?
Once all details have been entered and every section header is green, you can now “Save as Draft” which will take you back to the Account Opening dashboard screen.
Once there, click “View PDF” to open the application as a writeable PDF. Complete the rest of the mandatory data (AML/KYC details etc.) and send to the client to sign.
How do I finalise the submission?
Once you have received the signed paperwork, please open the draft application in TC Ops and “Submit for Review”. Note we do not need to see the completed and signed form, however please keep on record at your end as we may need to audit these from time to time.
In place of signed paperwork, you will be prompted with an attestation that you are a duly authorised person & confirm a signature has been obtained and the client has agreed to our terms.