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1234. CLIENT
1235. CLIENT
1236. JOHN DOE
Client Portal
Name
John Doe
Email
john.doe@email.com
Phone
+351 912333233
BANK
TAX
INVESTMENT
ARI
FUND
DETAILS
Fund
Name
Next
Fund
Manager
Name
João Silva
Email
joao.silva@bisonbank.com
Phone
+391 123456789
Status
Invested
Ticket
€ 350,000
Passport
Attachment
Status
Validated by the
Fund Manager
NIF
Attachment
Status
Validated by the
Fund Manager
Tax ID (Residence)
Attachment
Status
Validated by the
Fund Manager
Proof of Address
Attachment
Status
Validated by the
Fund Manager
Proof of Employment
Attachment
Status
Validated by the
Fund Manager
Source of Funds
Attachment
Status
Validated by the Fund Manager
Management Regulation (x3)
Attachment
Status
Validated by the Fund Manager
Subscription Form
Attachment
Status
Validated by the Fund Manager
KYC
Form
Attachment
Status
Validated by the Fund Manager
KYC Form
Attachment
Status
Validated by the Fund Manager
Fund Letter
Attachment
Status
Validated by the Fund Manager
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