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Way2wealth Registration Department COMBINE KYC FORM GUIDELINES The New KYC form can be used by Resident/Individual, HUF, Iris, Body corporate for opening an Account with Way2Wealth: Please use only

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How to fill out know your client kyc

01

Start by collecting all necessary information and documents from the client.

02

Verify the client's identity through official documents such as passport, driver's license, or national ID card.

03

Gather relevant information about the client's financial situation and investment goals.

04

Assess the client's risk tolerance and investment knowledge to determine suitability of investment products.

05

Keep records of all information collected and update them regularly as needed.

Who needs know your client kyc?

01

Financial institutions such as banks, investment firms, and insurance companies are required to perform Know Your Client (KYC) procedures to comply with anti-money laundering regulations.

02

Any business or individual dealing with financial transactions or investments may also benefit from knowing their client in order to establish trust and mitigate risks.

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What is know your client kyc?

KYC, or Know Your Client, is a process where financial institutions verify the identity of their clients.

Who is required to file know your client kyc?

Financial institutions such as banks, investment firms, and insurance companies are required to file KYC.

How to fill out know your client kyc?

To fill out KYC, clients must provide identification documents, proof of address, and other relevant information requested by the financial institution.

What is the purpose of know your client kyc?

The purpose of KYC is to prevent fraud, money laundering, and other financial crimes by verifying the identity of clients.

What information must be reported on know your client kyc?

Information such as name, date of birth, address, occupation, and source of funds must be reported on KYC.

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