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

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

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

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

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

    • What is Video IPV & when its needed?

      Video IPV is a simple and secure way to verify customer’s identity through a live video call. This is a necessary step for accounts where your details in KRA does not match with details provided to IIFL Capital for account activation or modification.

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      RM has to guide the customer with below steps to join the call • Mobile Users: Please ensure customer has the ZOHO application downloaded on their mobile from given link before the scheduled meeting • Desktop/Laptop Users: Customer can directly ...

    • What if Customer miss the Video IPV call?

      It's important to be available for the scheduled call. If customer miss it, then application might be put on hold or could face rejection, as the Video IPV is a crucial part of the account opening process and modification process.