R-Desktop : Adding and Maintaining Client Information (CIF) : Adding a New KYC : KYC Details—Questions tabs
KYC Details—Questions tabs
There can be up to 3 Questions tabs, depending on license.
18. Click the Questions tab, then select Yes, No, or leave blank the list for each question. If you select Yes, enter relevant details in the field.
19. If you want to cancel all changes you have made, click Cancel. The Know Your Client Summary screen reappears without any changes made.
20. If you want to save the KYC information, click Save. The KYC is added and appears on the Know Your Client Summary screen.