S6
SILVERSIX ConsultantTax & Business Advisory
Practice · Generator

Client KYC Onboarding

Generate a KYC document checklist by entity type for onboarding a new client, in a printable format.

Inputs

KYC checklist

Reference list. Collect self-attested copies and verify originals. CAs are also subject to anti-money-laundering and ICAI KYC norms for certain engagements. Retain the documents securely as part of the client file.