A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes.
To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed.
The KYC needs the ability to be edited rather than completing a new one when only one or two items of information has changed.
Is there a way to print out the Q+A for sending to clients to complete or to send completed CD/RA to a supervisory authority
Thanks Helen, we'd like to introduce a feature called Quickstart, whereby you can copy responses from a previous Risk assessment or KYC assessment. You would then be able to keep the answers as they were (or make small changes as needed) and sign off really quickly. Would this be useful?