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Private Client Onboarding
Capture Form

Date and time
Day
Month
Year
Time
HoursMinutes
Client KYC Information
Private Client Services
Birthday
Day
Month
Year
Multi-line address
Client Money to be put on Account
£500
£1,000
Client Risk Profile Assessment
Low (Standard Take On)
Medium (Enhanced Due Diligence)
High (Refer to Director)
PEP
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