What happens to new product applications?
Learn what happens when a new product application is added to a profile, from task creation to application approval/rejection.
What happens to monitored product applications?
Learn what happens after a product application is approved, including what causes applications to go into review.
What happens to product applications in review?
Learn what happens when approved applications go into review, from performing checks to application approval/cancellation.
How are company associates onboarded?
Learn how to onboard and monitor officers, shareholders, trustees, and authorised persons.
Reject or cancel an application
Learn to reject a new product application or cancel an approved product application.
Learn what happens when an application is escalated and how to review applications that have been escalated to your team.
Assign product applications to users and teams
Learn how to assign and unassign product applications.