Practice management
Reactivate Advisor KYC surveillance for a customer
This is an add on service to Practice management. In order to activate the service, you need to have the role Administrator in My Spiris and the user rights Full permission for Settings in Practice management.
You can reactivate a KYC surveillance for a customer at any time. This is also done for the customer on the tab Advisor KYC in Practice management
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Go to Practice management and select the customer that you wish to reactivate the KYC surveillance for.
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Click the button Reactivate KYC for the customer.
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Perform a new KYC report, in order to have the information updated.
