Your personal information
- Why is it important to update your client information?
- How does the ‘Client information update and verification’ process work?
- Source of Funds (SoF) documentation requirements
- Proof of Identity (POI) document requirements
- Proof of Residence (POR) document requirements
- How to submit missing information for client documentation update?
- How do I update my phone number, email or residential address?
- When an account needs to be closed