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Customer onboarding in development

The most important goal of customer onboarding is to guide the clients through the process in a logical way...

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Finishing and saving the risk profile

After assessing the risk tolerance, a formal KYCstock-taking report is generated which records all details and choices.

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Targets & assets

The adviser needs to understand with what purpose the client wants to increase his assets or generate income

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Personal and company details & knowledge and experience

The SCOPE KYC Cloud solution is developed as a self-service application.

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The AFM Risk meter

The entire market now uses the same investment categories and risk parameters. This risk meter has been built into...

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