Reactivate 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 reactivate a KYC surveillance for a customer at any time. This is also done for the customer on the tab Advisor KYC in Visma Advisor

  1. Go to Visma Advisor and select the customer that you wish to reactivate the KYC surveillance for.

  1. Click the button Reactivate KYC for the customer.

  2. Perform a new KYC report, in order to have the information updated.

Related topics

Work with Advisor KYC
Work with Advisor KYC (movie)
Work with general risk assessment in Advisor KYC
Work with customer knowledge in Advisor KYC
Remove a customer from the Advisor KYC lista
Work with events in Advisor KYC
Activate Advisor KYC
Deactivate Advisor KYC surveillance for a customer
Cancel a general risk assessment or customer knowledge
Questions about Advisor KYC