Share a KYC package - Officers

Share officer information such as their addresses, passports, and tax data to your counterparties.

1. Go to Officers and select officers who you would like to share information with.

Alternatively, you can go to Packages → Create package → Officer package

2. Click on Share

Select officers to share information

3. Rename and configure the package as needed

Learn more details about how to configure your KYC packages here: https://avallone.atlassian.net/wiki/spaces/AD/pages/1966211183

Package configuration

4. Click on Create and Share

5. Fill in recipients emails and phone numbers (optional)

6. (Optional) include a personal message in the email

7. (Optional) add a reason for sharing

8. Click on Share

Need more help?

Contact us on support@avallone.io and we will get in contact with you as fast as possible.