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Status Awaiting Prioritization
Categories AML
Created by Guest
Created on Feb 8, 2024

List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.

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    Rob Millen
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    Feb 15, 2024

    Hi Ian, thanks for flagging this - i'll look at this straight away