Send to review

Account ready for review?

1. If all required fields in the Applicant tab have been filled, a blue tick icon will appear in the sidebar, indicating that the profile is now ready for review.

1. Once the account manager has completed all required forms and fields specified in the to-do list (see Tasks), the account is ready for review and can be sent to the Compliance Officer for review. A "Send" button now becomes visible on the Applicant tab.

1. When pressed, a modal window will appear to confirm the action. Once pressed, the account status will change from "Draft" to "Ready to review.”

2. Users with review functionality will receive a notification informing them that a new account is now ready for review.