Anti-Money Laundering Information

Here is the wording that is needed for AML Checks:

For Photo ID

I certify that this is a true copy of the original document, which I have personally sighted; and the photograph is a true likeness.

[Signature]

[Name]

Mortgage Adviser

[Date]

For Address Confirmation

I certify that this is a true copy of the original document, which I have personally sighted.

[Signature]

[Name]

Mortgage Adviser

[Date]

ID Requirements

  • BNZ and Sovereign require Verified Passports. You can verify or a JP. Wording must be exactly as above.

  • All other banks only need a copy of passport or Drivers License to confirm the correct details for Credit Report

  • If client is already with the bank, no ID is required.

Previous
Previous

Appointment Booking Tool - Setup Process

Next
Next

Acountants Letter Template