Do I need to upload a client’s signature for onboarding?

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• What are the key features of the new onboarding process?

  • Digital Onboarding: Clients can be onboarded completely digitally if they select the Digital Journey. No signature upload is required if the bank account is verified through a penny drop. • Physical Journey: If the client selects the Phygital ...

• When a client places an order at the office, is uploading the deal sheet enough?

  Both the visitor register and the deal sheet (with the client’s signature) need to be uploaded. This ensures proper documentation of client visits and order placement as per compliance requirements.

• How client can upload selfie ?

  You can send a link to clients to capture the selfie. Clients must capture and submit their selfie via the link sent to the mobile number used for registration. Once the selfie is submitted, you can continue the journey on behalf of the client.

• What should be done if there’s a signature mismatch on the deal sheet?

  Signature mismatches should be avoided as they are considered compliance observations. If the client signs the deal sheet themselves, the signature should match. In case of a mismatch, you should verify the signature with the client immediately and ...

• Do client need an OTP to login to IIFL Markets App?

  Client only need to use OTP once for mobile device verification before setting up Biometric. Once client have entered OTP in a device, he/she do not need to enter it again, unless he/she is trying to login to a new mobile device.