ezyClients
Industries
General
Speaker info
Collect information
Client onboarding
Relocation
Registration questionnaire
Residency application assessment
Visa application
Finance/Accounting
Investor questionnaire
Tax return
KYC (Know Your Customer)
Digital Agencies
Questionnaires
Marketing assets
Website content
Template: Client onboarding
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NAME
Date
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General information.pdf
Jul 23, 2024, 13:03
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Important information.pdf
Jul 23, 2024, 13:03
Engagement letter
Please sign engagement letter to start procedure
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TITLE
STATUS
Last update
1
Engagement letter
pending
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Upload proof of payment
Please make bank transfer and upload proof of payment
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TITLE
STATUS
Last update
1
Prove of payment
pending
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Information
Please fill the forms and upload bank statement
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TITLE
STATUS
Last update
1
Information
pending
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2
Bank statements
pending
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