What is KYC (Know Your Customer)?

KYC stands for Know your customer and its primary purpose is to prevent fraud and for financial advisors to identify the needs of their customers. Know your Customer refers to identifying and confirming that customers are who they say.For financial advisors it also involves understanding their client’s financial needs, risks and advising so that the customer receives maximum benefit with least amount of risk.

 

 Join Our Mailing List For FREE & Stay Updated  
. Event Invites          . News      . Videos              . eMagazines 
. Analysis & Opinion     . Exclusive Reports     . Interviews
Submit

All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.
 
 Join Our Mailing List For FREE & Stay Updated  
. Event Invites          . News      . Videos              . eMagazines 
. Analysis & Opinion     . Exclusive Reports     . Interviews
Submit

All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.
 
Close
 Join Our Mailing List For FREE & Stay Updated  
. Event Invites          . News      . Videos              . eMagazines 
. Analysis & Opinion     . Exclusive Reports     . Interviews
Submit

All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.
 
Close