Change the client list view to either Active clients or a custom view that includes all relevant clients.
Select the AML tab. The current, most recent KYC assessment is displayed in the KYC Assessment panel.
To view the most recent assessment, under Status, select the Completed link.
To view all completed assessments, select the View all completed KYC assessments link. The list shows the date, status, and who completed it. Select View to open any assessment.
You can't view completed KYC assessments if one is in progress. If you don't see the View all completed KYC assessments link, check the status. If the current KYC assessment is in progress, select Continue to complete it.
Select Return to client profile to go back.
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