The First AML platform enables users to send emails to clients directly, requesting them to complete electronic verification forms (EIV) and/or provide specific documents via a secure weblink (Task List).
The email templates for both the EIV and Task List emails can be customised, as well as edited before sending.
Customising templates
First AML has default templates for both the EIV and Task List emails that provide context on the form and it’s purpose.
The default template and section that is customisable/editable is as follows:
Electronic verification email template
Task List email template
