Visma Advisor
Deactivate Advisor KYC surveillance for a customer
This is an add on service to Visma Advisor. In order to activate the service, you need to have the role Administrator in Mina tjänster and the user rights Full permission for Settings in Visma Advisor.
You can choose to pause the KYC surveillance for a customer. If you have performed a KYC for the customer, it's important that you export the customers Event list in Advisor KYC, before you select to deactivate. After the deactivation, you will not have access to the Event list for the customer. The customer will not be visible in the KYC lista in Advisor KYC and no new KYC reports can be performed.
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Go to Visma Advisor and select the customer that you wish to deactivate the KYC surveillance for.
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Select the Advisor KYC tab.
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Click Deactivate KYC for the customer at the bottom left side.
Previously performed KYC reports is accessed via the link View previous. The link will open up Advisor KYC, where you can view them.
You can at any time reactivate a customer, read more in Reactivate Advisor KYC surveillance for a customer.
