What information and documents do the client need to have ready for the IPV meeting for Corporate account?

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• How does RM schedule an IPV meeting for Corporate account?

  Relationship Manager (RM) will coordinate the scheduling of the IPV meeting with client as per his availability.

• How will client receive the meeting link for Corporate account?

  Once RM confirms the details and schedules the meeting, the meeting link will be sent to the registered email address of the company.

• How client can change name in account?

  To change name in client account, please send a hard copy of Name change form along with supporting document which is client self attested and RM IPV stamp (In Person Verification). Kindly provide valid government ID Proof having the correct name ...

• Who can attend the IPV meeting on behalf of the company?

  Any of the following individuals, officially associated with the corporate account, can attend the IPV meeting or RM would confirm who will join the call: • Authorized Person (AP) • Director • Partner • Trustee

• How is the IPV meeting link sent to the joint account holders?

  RM has to inform client the meeting link will be sent to the first account holder's email address.