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Change of Client Categorization Request Form Effective Date: 15th January 2015 Change of Client Categorization Request Form Change of Client Categorization Request Please read the following carefully
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What is change of client categorisation?
The change of client categorisation refers to updating the classification of a client based on their risk profile or other relevant factors.
Who is required to file change of client categorisation?
Financial institutions and other entities subject to regulatory requirements are required to file change of client categorisation.
How to fill out change of client categorisation?
The change of client categorisation form must be completed with accurate information regarding the client's updated risk profile or classification.
What is the purpose of change of client categorisation?
The purpose of change of client categorisation is to ensure that clients are classified correctly based on their risk level, which helps in implementing appropriate compliance measures.
What information must be reported on change of client categorisation?
The change of client categorisation form typically requires information such as the client's identification details, updated risk assessment, and reasons for the change.
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