瑞士百达集团
Online account opening and KYC update
Client information
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Pictet Connect has been enhanced with an online account-opening application and KYC update module.
What are the main advantages of using this tool?
- The risk of error is drastically reduced: the application automatically generates all the account-opening documents without the need to search for them one by one.
- Integrated regulatory checks: the application asks you the relevant questions corresponding to your client's profile (UKRND, lump-sum taxation, etc.) and automatically selects the necessary documents.
- The number of signatures is reduced: the application generates booklets by collating the documents that can be signed together. In this way, the number of signatures required is reduced by a factor of 4-5.
Account opening video demonstration
KYC review video demonstration
Technical support
The Client Call Centre will be happy to answer any questions you might have.
Tel. +41 58 323 4567