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Advocacy Client Onboarding
Capture Form

Date and time
Day
Month
Year
Time
HoursMinutes
Client KYC Information
Client Type
Individual
Company
Client Position
Applicant
Respondent
Opponent Type
Individual
Company
Opponent Position
Applicant
Respondent
Court Update
Client Money to go on Account
£1,500
£2,000
Client Risk Profile Assessment
Low (standard take on)
Medium (enhanced due diligence)
High (director overview)
PEP
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