A typical client onboarding in Canada involves ongoing identity verification forms, some of which include anti-money laundering checks, basic customer information, financial circumstances questionnaires, proof of identity and more. On top of this, there are typically subsequent account opening and regulatory forms like the W-8BEN. Mako makes form filling really easy, especially at scale.
How to fill out forms:
Note: Please make sure that all the fields are properly filled out. If the fields are missed or not filled out correctly, an error sign will pop up and the signatory will have to complete the missed fields.