All categories > Product applications > Profiles and applications
Learn what happens when a new product application is added to a profile, from task creation to application approval/rejection.
Updated 3 weeks ago by Ainsley
Learn what happens after a product application is approved, including what causes applications to go into review.
Learn what happens when approved applications go into review, from performing checks to application approval/cancellation.
Learn how to onboard and monitor officers, shareholders, trustees, and authorised persons.
Learn how to approve a product application that’s new or in review.
Learn to reject a new product application or cancel an approved product application.
Learn how to review applications that have been escalated to your team.
Updated 50 minutes ago by Ainsley
Learn how to use the search box to find profiles you're looking for.
Updated 2 weeks ago by Ainsley
Learn how to filter and sort to see the profiles and applications you're looking for.
Updated 1 hour ago by Ainsley
Learn how to use the Conversations section to leave messages and upload files.
Learn how to permanently delete a profile.
Learn how to see which actions took place on a profile and get a PDF of the report.
Updated 1 week ago by Ainsley
Updated 3 weeks ago
by Ainsley
