User guide
Onboarding letters
Click in the signing boxes to digitally sign the onboarding letters . After signing, there will be an option to submit the document at the bottom of...
Payment on Account
You'll have the option to return to the overview screen to continue with your tasks.
Source of Funds
You'll be redirected to the Case Overview screen to carry on with your onboarding.
Accepting the invitation to ProConvey
Open the email containing the ProConvey invitation. Click on the "Accept Invitation" button. You’ll be directed to the ProConvey platform to create ...
ID and AML checks
Scan the QR code using your phone . This will direct you to either download the app or open the ProConvey app directly. This involves uploading ident...
Gifted Deposit Declaration
If there are more forms to sign you will be taken back to the list of documents to sign . Once you have signed all the forms, you will be redirected b...
Review and Sign
Getting Started Forms
Note : Saving and exiting from the form will allow you to resume from where you left off. Note : If you require assistance, utilise the "Need Help" bu...
TA Forms
Note: The TA10 form is distinct. Here, you mark items to be left at the property. Simply click in the relevant boxes on the table to indicate your cho...