Add a new counterparty - individual

Owned by Thomas Frickh
Last updated: Jul 03, 2023
1 min read

Collecting KYC information from individuals, made simple with Avallone.

1. Go to KYC Collector → Counterparties

Counterparty information

2. Click on +Add counterparties

3. Choose Individuals

Add individual counterparty

4. Enter information;

  • First name

  • Last name

  • Email address

  • Optional: Role(s)

5. Click on Add individual

You can add more counterparties at once by clicking on Add row and entering the information for the next person. Furthermore, it is possible to bulk upload counterparties with a CSV.

Related topics:

Add a new counterparty - legal entity

Need more help?

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