{"id":6802,"date":"2024-03-01T12:52:14","date_gmt":"2024-03-01T12:52:14","guid":{"rendered":"https:\/\/scope.nl\/?page_id=6802"},"modified":"2024-03-18T13:16:52","modified_gmt":"2024-03-18T13:16:52","slug":"kyc-dual-access","status":"publish","type":"page","link":"https:\/\/scope.nl\/en\/kyc-dual-access\/","title":{"rendered":"Know Your Customer Dual Access"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"6802\" class=\"elementor elementor-6802\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8e9b23c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8e9b23c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f13dd15\" data-id=\"f13dd15\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b6d440f elementor-widget elementor-widget-heading\" data-id=\"b6d440f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Dual Access<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21c25b4 elementor-widget elementor-widget-text-editor\" data-id=\"21c25b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Zowel de vermogensbeheerder als de cli\u00ebnt kan aanpassingen maken in het dossier. Bij elke wijziging gemaakt door een cli\u00ebnt worden er notificaties verstuurd naar de adviseur en de wijzigingen worden als nieuwe versie opgeslagen. U kunt dus altijd inzicht krijgen in de situatie uit het verleden. Dit zorgt voor gebruiksvriendelijkheid, maar ook voor naleving van bepaalde punten van de AVG.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c65648a\" data-id=\"c65648a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a7c4190 elementor-invisible elementor-widget elementor-widget-image\" data-id=\"a7c4190\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?fit=300%2C300&amp;ssl=1\" class=\"attachment-medium size-medium wp-image-6864\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?w=900&amp;ssl=1 900w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?resize=300%2C300&amp;ssl=1 300w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?resize=768%2C768&amp;ssl=1 768w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC.png?resize=12%2C12&amp;ssl=1 12w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6eb8afb elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"6eb8afb\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c61c205\" data-id=\"c61c205\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-666ec06 elementor-widget elementor-widget-image\" data-id=\"666ec06\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"495\" src=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?fit=800%2C495&amp;ssl=1\" class=\"attachment-large size-large wp-image-6804\" alt=\"Risicobereidheid\" srcset=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?w=1200&amp;ssl=1 1200w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?resize=300%2C186&amp;ssl=1 300w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?resize=1024%2C633&amp;ssl=1 1024w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?resize=768%2C475&amp;ssl=1 768w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/Aangepast-16-4-e1597065143313.png?resize=18%2C12&amp;ssl=1 18w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7fcce9a\" data-id=\"7fcce9a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-85fed79 elementor-widget elementor-widget-spacer\" data-id=\"85fed79\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-769dba6 elementor-widget elementor-widget-heading\" data-id=\"769dba6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">De vermogensbeheerder en de cli\u00ebnt<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a429eae elementor-widget elementor-widget-text-editor\" data-id=\"a429eae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"page\" title=\"Page 2\"><div class=\"section\"><div class=\"layoutArea\"><div class=\"column\"><p><strong>De SCOPE KYC Cloud Portal gaat uit van twee soorten gebruikers: cli\u00ebnten en vermogensbeheerders.\u00a0<\/strong><\/p><p>Both users have access to the stored data, although the portal looks different for the types of users.<\/p><p>De cli\u00ebnt heeft alleen toegang tot zijn\/haar eigen gegevens. De vermogensbeheerder heeft toegang tot de gegevens van al zijn klanten.\u00a0<\/p><p>Door de cli\u00ebnt toegang te geven tot zijn\/haar eigen gegevens en de mogelijkheid te geven om zelf dingen aan te passen wordt er voldaan aan tenminste twee kernregels van de AVG.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d06ce47 elementor-widget elementor-widget-spacer\" data-id=\"d06ce47\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d5cc81a elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"d5cc81a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a0636b6\" data-id=\"a0636b6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b17202b elementor-widget elementor-widget-heading\" data-id=\"b17202b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Alles wordt gedeeld\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-145aceb elementor-widget elementor-widget-text-editor\" data-id=\"145aceb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"page\" title=\"Page 2\"><div class=\"section\"><div class=\"layoutArea\"><div class=\"column\"><p>Omdat zowel de medewerkers van de vermogensbeheerder als de cli\u00ebnt naar dezelfde gegevens kijken, is er geen ruimte voor misverstanden. Elke wijziging, door wie dan ook uitgevoerd, wordt gemeld aan diegene die de informatie niet heeft gewijzigd. Ook wordt bij het inloggen een dubbele authenticatie gevraagd via SMS om de gegevensuitwisseling extra veilig te houden.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55c2412 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"55c2412\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/scope.nl\/en\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Request a demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-0c00976\" data-id=\"0c00976\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d741347 elementor-widget elementor-widget-image\" data-id=\"d741347\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"245\" height=\"300\" src=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?fit=245%2C300&amp;ssl=1\" class=\"attachment-medium size-medium wp-image-6808\" alt=\"scherm-kyclinks\" srcset=\"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?w=1476&amp;ssl=1 1476w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?resize=245%2C300&amp;ssl=1 245w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?resize=837%2C1024&amp;ssl=1 837w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?resize=768%2C939&amp;ssl=1 768w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?resize=1256%2C1536&amp;ssl=1 1256w, https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2024\/03\/scherm-kyclinks.png?resize=10%2C12&amp;ssl=1 10w\" sizes=\"(max-width: 245px) 100vw, 245px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2dcd01c8 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"2dcd01c8\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-72b62a42\" data-id=\"72b62a42\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3dafeb6 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"3dafeb6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-user\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-d4177c8\" data-id=\"d4177c8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-98228f3 elementor-widget elementor-widget-heading\" data-id=\"98228f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Personal situation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d4a5a3 elementor-widget elementor-widget-text-editor\" data-id=\"6d4a5a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Als eerst wordt de persoonlijke situatie van de cli\u00ebnt vastgelegd. Naast NAW gegevens wordt ook naar de gezinssituatie gevraagd, omdat dit ook invloed kan hebben op het verloop van het vermogen.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-ec0fc60\" data-id=\"ec0fc60\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-01611a7 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"01611a7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-bullseye\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-145df26\" data-id=\"145df26\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-05d88a3 elementor-widget elementor-widget-heading\" data-id=\"05d88a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Objectives<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-00e102c elementor-widget elementor-widget-text-editor\" data-id=\"00e102c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Als onderdeel van de financi\u00eble situatie worden ook doelstellingen vastgelegd. Bijvoorbeeld: hoeveel rendement wil de cli\u00ebnt over twintig jaar. Er wordt berekend of deze doelstellingen haalbaar zijn en in welk beleggingsprofiel daarvoor belegd moet worden.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6cea5c7 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"6cea5c7\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-c1a4562\" data-id=\"c1a4562\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-beb0442 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"beb0442\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-graduation-cap\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-20d324b\" data-id=\"20d324b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c6f5f2b elementor-widget elementor-widget-heading\" data-id=\"c6f5f2b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Knowledge and experience<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d501446 elementor-widget elementor-widget-text-editor\" data-id=\"d501446\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Ook wordt er gevraagd naar kennis en ervaring. In deze stap worden opleidingen vastgelegd, maar ook de kennis en ervaring met financi\u00eble producten zoals obligaties en aandelen.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-fb65add\" data-id=\"fb65add\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1647167 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"1647167\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-chess\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-09caf3c\" data-id=\"09caf3c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8b24a7f elementor-widget elementor-widget-heading\" data-id=\"8b24a7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Risk tolerance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2a6d66 elementor-widget elementor-widget-text-editor\" data-id=\"b2a6d66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Op basis van de financi\u00eble situatie en de beleggingsdoelstelling(en) worden door de EPI-Engine Monte Carlosimulaties uitgevoerd om inzichtelijk te maken wat er met het vermogen kan gebeuren in verschillende beursklimaten. Daarnaast bevat de SCOPE KYC Cloud Portal een psychometrische risicotolerantietest om in te schatten welk risico de cli\u00ebnt acceptabel acht.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-67573b5 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"67573b5\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-0aea4b5\" data-id=\"0aea4b5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5267607 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"5267607\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-money-bill-alt\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-9eef738\" data-id=\"9eef738\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0f4ced8 elementor-widget elementor-widget-heading\" data-id=\"0f4ced8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">financial situation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78f851d elementor-widget elementor-widget-text-editor\" data-id=\"78f851d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>De financi\u00eble situatie is vanzelfsprekend van belang om een goede beleggingsstrategie te kiezen. Bezittingen, schulden, inkomsten en uitgaven worden vastgelegd.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-041f76e\" data-id=\"041f76e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-62be903 elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"62be903\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-file-contract\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-top-column elementor-element elementor-element-de6fdb7\" data-id=\"de6fdb7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-09eb6d6 elementor-widget elementor-widget-heading\" data-id=\"09eb6d6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Vastleggen<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de7d301 elementor-widget elementor-widget-text-editor\" data-id=\"de7d301\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The final step is to choose a risk profile and a matching investment strategy. Then all the steps are converted to a PDF document, which can be signed by both parties.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Dual Access Zowel de vermogensbeheerder als de cli\u00ebnt kan aanpassingen maken in het dossier. Bij elke wijziging gemaakt door een cli\u00ebnt worden er notificaties verstuurd naar de adviseur en de wijzigingen worden als nieuwe versie opgeslagen. U kunt dus altijd inzicht krijgen in de situatie uit het verleden. Dit zorgt voor gebruiksvriendelijkheid, maar ook voor [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6802","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Know Your Customer Dual Access -<\/title>\n<meta name=\"description\" content=\"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/scope.nl\/en\/kyc-dual-access\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Know Your Customer Dual Access -\" \/>\n<meta property=\"og:description\" content=\"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/scope.nl\/en\/kyc-dual-access\/\" \/>\n<meta property=\"og:site_name\" content=\"SCOPE FinTech Solutions\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-18T13:16:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC-300x300.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/\",\"url\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/\",\"name\":\"Know Your Customer Dual Access -\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/scope.nl\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/KYC-300x300.png\",\"datePublished\":\"2024-03-01T12:52:14+00:00\",\"dateModified\":\"2024-03-18T13:16:52+00:00\",\"description\":\"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/#primaryimage\",\"url\":\"https:\\\/\\\/scope.nl\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/KYC-300x300.png\",\"contentUrl\":\"https:\\\/\\\/scope.nl\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/KYC-300x300.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/scope.nl\\\/kyc-dual-access\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/scope.nl\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Know Your Customer Dual Access\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/scope.nl\\\/#website\",\"url\":\"https:\\\/\\\/scope.nl\\\/\",\"name\":\"SCOPE FinTech Solutions\",\"description\":\"Compliance software\",\"publisher\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/scope.nl\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/scope.nl\\\/#organization\",\"name\":\"SCOPE FinTech Solutions\",\"url\":\"https:\\\/\\\/scope.nl\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/scope.nl\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/scope.nl\\\/wp-content\\\/uploads\\\/2022\\\/12\\\/cropped-scope-logo-1.png?fit=800%2C300&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/scope.nl\\\/wp-content\\\/uploads\\\/2022\\\/12\\\/cropped-scope-logo-1.png?fit=800%2C300&ssl=1\",\"width\":800,\"height\":300,\"caption\":\"SCOPE FinTech Solutions\"},\"image\":{\"@id\":\"https:\\\/\\\/scope.nl\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Know Your Customer Dual Access -","description":"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/scope.nl\/en\/kyc-dual-access\/","og_locale":"en_GB","og_type":"article","og_title":"Know Your Customer Dual Access -","og_description":"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.","og_url":"https:\/\/scope.nl\/en\/kyc-dual-access\/","og_site_name":"SCOPE FinTech Solutions","article_modified_time":"2024-03-18T13:16:52+00:00","og_image":[{"url":"https:\/\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC-300x300.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/scope.nl\/kyc-dual-access\/","url":"https:\/\/scope.nl\/kyc-dual-access\/","name":"Know Your Customer Dual Access -","isPartOf":{"@id":"https:\/\/scope.nl\/#website"},"primaryImageOfPage":{"@id":"https:\/\/scope.nl\/kyc-dual-access\/#primaryimage"},"image":{"@id":"https:\/\/scope.nl\/kyc-dual-access\/#primaryimage"},"thumbnailUrl":"https:\/\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC-300x300.png","datePublished":"2024-03-01T12:52:14+00:00","dateModified":"2024-03-18T13:16:52+00:00","description":"De KYC Cloud portal kent twee type gebruikers; zowel u als de client. U hoeft geen fysieke afspraken te maken om aanpassingen door te voeren.","breadcrumb":{"@id":"https:\/\/scope.nl\/kyc-dual-access\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/scope.nl\/kyc-dual-access\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/scope.nl\/kyc-dual-access\/#primaryimage","url":"https:\/\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC-300x300.png","contentUrl":"https:\/\/scope.nl\/wp-content\/uploads\/2024\/03\/KYC-300x300.png"},{"@type":"BreadcrumbList","@id":"https:\/\/scope.nl\/kyc-dual-access\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/scope.nl\/"},{"@type":"ListItem","position":2,"name":"Know Your Customer Dual Access"}]},{"@type":"WebSite","@id":"https:\/\/scope.nl\/#website","url":"https:\/\/scope.nl\/","name":"SCOPE FinTech Solutions","description":"Compliance software","publisher":{"@id":"https:\/\/scope.nl\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/scope.nl\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/scope.nl\/#organization","name":"SCOPE FinTech Solutions","url":"https:\/\/scope.nl\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/scope.nl\/#\/schema\/logo\/image\/","url":"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2022\/12\/cropped-scope-logo-1.png?fit=800%2C300&ssl=1","contentUrl":"https:\/\/i0.wp.com\/scope.nl\/wp-content\/uploads\/2022\/12\/cropped-scope-logo-1.png?fit=800%2C300&ssl=1","width":800,"height":300,"caption":"SCOPE FinTech Solutions"},"image":{"@id":"https:\/\/scope.nl\/#\/schema\/logo\/image\/"}}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/pages\/6802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/comments?post=6802"}],"version-history":[{"count":0,"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/pages\/6802\/revisions"}],"wp:attachment":[{"href":"https:\/\/scope.nl\/en\/wp-json\/wp\/v2\/media?parent=6802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}