KYC assessment

It's good practice to prepare a 'Know your customer' (KYC) assessment for each of your clients. It helps you assess risk and comply with anti-money laundering laws.

In IRIS Elements (v.0), you can:

• Create a KYC assessment
• Edit a KYC assessment
• Delete a KYC assessment
• View completed KYC assessments
• Edit the KYC assessment template