AML Email & SMS Templates

In line with the new AML facilities new templates have been added.

Email and SMS templates can also be customised for the new AML checks, and for this we've expanded the existing option under Office for Email Templates, as well as adding a new option to this section for SMS Templates:

Email Templates now include options for AML & ID Check email wording, and comes with a standard wording for each person type, which can be amended as required by clicking into the template and using Edit.

You can also add additional custom email template types by clicking the Add button on the top right.

The SMS Templates section works in a similar way, with standard wording for each person type available that can be amended as required.

Please note: the registration code and links that your client will need to complete their check will automatically be added to the end of your Email or SMS Template wording.