History & origin of wealth

In this section you can enter all information about the professional background of your client/interested party and the origin of their financial resources.

Enter all information about your customer and have a better overview of all your customer’s income.

In order for the documents to be saved in the system, all documents must be in PDF format.

In order to upload the proofs of origin of the financial resources, select the “Browse” button in the “Origin of financial resources” section and upload the PDF file. In addition, you can also specify the type of financial resources involved in the proof.

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