AML usage information widget

This widget is found in the AML tab of the client record and indicates your client limit and usage.

The number of Clients used captures how many clients you have carried out the following for:

  • Adding or editing the risk profile

  • Creating a risk assessment

  • Creating a KYC assessment

  • Uploading an AML document

If you delete a client they will not be deleted from the AML usage information and will still count towards the total Clients used.