Your Profile and Company Settings are important as they will appear in every due diligence report generated by the system.
To update your settings, click on the dropdown menu at the top right of the screen and select Profile.
Please ensure your Profile and Company Settings are completed and saved correctly before performing any client due diligence checks.
Note: You may edit these details at any time. However, once changes are saved, the system will automatically lock further editing for 14 days. This security measure helps prevent unauthorized transfer of account ownership and maintains the integrity of the platform.