
Aug Quiz
Authored by Eng Seah
Professional Development
Professional Development
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13 questions
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1.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
Tax document is needed for clients onboarding to CBSG
True
False
2.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
We need to collect IDs for all directors
True
False
3.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
We can accept Certificate of Good Standing and Incumbency that are dated within 12 months for INTX only
True
False
4.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
We can accept a typed signature for tax documents
True
False
5.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
To send the case over to EDD, we will have to manually send it to the 'Institutional Onboarding Compliance' queue
True
False
6.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
If there is a "Account Closure" (MAC) flag on a deleted Admin account, we can still proceed with onboarding as per usual
True
False
7.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
When collecting Operating Agreement, we need to ensure that the document is signed
True
False
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