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 verification and requirement emails can be customised, there is also the ability to add free text to the emails before you send them.
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 is as follows:
Verification email template
Requirement email template
