As mentioned in the June 27, 2024 communication, we remind you that our new automated KYC update tool is now ready for use.

Simply log into the Advisor Centre and access the “Client Search” section on the homepage (“View all clients”) to start performing your first automated KYC updates:

Reminder of the benefits

• The automated KYC tool will allow your clients to review their KYC profile easily, quickly and securely through their Client Portal and inform you of any necessary changes, if any;
  
  
• If there is no material change to be made to the KYC information on file: the tool will allow you to approve it quickly and seamlessly;
  
  
• In the event of a material change: you will be able to update the KYC more quickly than with the standard process, without having to redo the entire data collection process. Please note that if the capacity, tolerance and risk profile sections have not been updated since January 2022, this will automatically lead to a material change.
  
  

Important reminders

• The automated KYC tool does not replace discussions with clients, which must continue to be documented in detail in Univeris according to the usual process.
  
  
• This tool is not mandatory.