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Top 10 Client Identification & Verification Tips

The following are resources that may be helpful in answering your enquiry. Please familiarize yourself with them before moving on.

In brief:  Top 10 tips to identify and verify your client's identity 

Practice Resource - Client Identification and Verification - Top 10 Tips

Practice Resource - Client ID & Verification - Frequently asked questions

Practice Resource - Anti-Money Laundering Webinar 2024 at 2:44 in particular

Practice Resource - Client Identification and Source of Money Checklist

Practice Resource - Client ID & Verification resources web page

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