BGLiD, previously released in beta, is now available to all CAS 360 clients!
To get an insight on how BGLiD can be utilised in your CAS 360 workflow, check out the BGLiD Webinar:
- The BGLiD help article is also available to help you start out with this brand-new feature.
- Document Templates - Added two new merge fields that can display Dates in a long-form format.
AML/CFT and CDD Requirements for Trusts - A new step has been added, allowing users to upload the Source of Funds.
- Company Change Summary - New merge fields for displaying Passport/ID details, these fields are optional, so the template must be edited to include them.