Renewal of private and joint account

Users with the "Manage Renewals on Hierarchy" authorisation role can manage their clients ongoing renewals by navigating to Dashboard and select Active renewals.

1. Triggered renewals will have the status New. Users can submit initial information for these clients by clicking on Submit details, which will navigate the user to the renewal details page.
2. After clicking on Submit details on the right, a pop-up screen with the renewal form will launch and the user within your organization can submit all necessary information for the client.
3. The form contains multiple steps and after the last step has been completed, the user can submit all the data by clicking on Submit.

Steps within the Renewal form
 

1. Status updates: Initial status 'New' changes to 'Waiting' post-form submission, progressing to 'In Progress' once under review, limiting access to the renewal form as a KYC specialist is reviewing the  data/documents.

2. Feedback Loop for Additional Information: In some cases, we might have additional questions or documentation required for us to perform the client due diligence for private clients. 

   Navigate to Dashboard --> Client Services --> Active renewals and provide additional information on pending cases marked as "pending". 

   • Users can submit additional information for pending cases by clicking on Submit feedback, which will navigate the user to the renewal details page
   • The user can provide the additional information/documentation by clicking on Provide more  info.
     
3. The description of the missing information will be indicated, as seen on the image below (missing Proof of identity document and Additional Document). Please upload all the requested information/documentation and then press Submit.
   
4. After submitting the feedback, the status will change back from Pending to In progress. Once that happens, the renewal form will no longer be available as a KYC specialist is reviewing the submission of the data/documents. If you have any questions, please contact your account 
   manager via Case Management.