Adding PEP Details
This feature allows you to enter specific information related to politically exposed persons.
To add PEP detailsĀ 
1. Follow the procedure Viewing Client Information.
2. Select PEP Details from the More... list. The PEP Details dialog appears.
3. If the client or a family member is a politically exposed person, select Yes from the drop-down list.
4. Click appropriate check boxes, then click Update to save.