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Status Planned
Categories AML
Created by Corinne Harper
Created on Jun 28, 2023

Elements - Reporting on PEPs and Sanctions

To be able to report statistics on the number of PEP and Sanction list clients after ID checks have been carried out. This is needed for compliance reporting.

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    Simon Collen
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    Jul 3, 2023

    Hi Corinne,

    Thanks for taking your time to raise this. We are currently in the process of redesigning the Client list pages, one of the options will allow you to have an AML view which will allow you to filter and sort columns which means you will be able to sort/filter on the number of PEP and Sanction list clients you have