• Overview
  • Setting up a client
  • Maintaining a client
  • Transactions
  • Closing an account
  • Reporting
  • System administration

Setting up a client

  • The Wizard prompts for all relevant information
  • Not all details are mandatory
Screen shot of Clients' Monies Service system, depicting the Client Setup Wizard gathering client details
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Contact your relationship manager to apply for Clients' Monies Service

Please read Legal Information

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