Documents
Manage all compliance documents for your customers.
| Document Name | Type | Customer | Upload Date | Status | Size | |
|---|---|---|---|---|---|---|
| KYC_Form_Alpine_Capital.pdf | KYC Form | Alpine Capital | 6/12/2025 | Approved | 2.4 MB | |
| Power_of_Attorney_Global_Investments.pdf | Power of Attorney | Global Investments | 6/10/2025 | Pending | 1.8 MB | |
| Business_License_Zurich_Wealth.pdf | Business License | Zurich Wealth | 6/8/2025 | Approved | 3.2 MB | |
| Financial_Statements_Lucerne_Finance.pdf | Financial Statements | Lucerne Finance | 6/5/2025 | Approved | 5.1 MB | |
| KYC_Form_Bern_Advisors.pdf | KYC Form | Bern Advisors | 6/3/2025 | Rejected | 2.1 MB |
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