Edit a KYC assessment

You can edit a KYC assessment that's in progress. Once a KYC assessment has been completed, it can't be amended but you can create a new one.

  1. On the menu bar, select Clients.
  2. Select the client then select the AML tab. 
  3. In the KYC assessment panel, select Continue.

  1. Work through the sections, adding information relevant to your client. 
  2. Select Save & continue. Select Complete to finish.