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Business KYB + UBO flow

Requirements and steps to onboard a business customer and its UBOs so it can transfer.

Requirements (Business KYB)

Typical requirements include:

  • Company Details (e.g. name, address, phone number, email, etc.)
  • Company documents
    • Incorporation/registration documents
    • Shareholder registry
    • Director registry
    • Proof of address
  • Provide Associated Persons (e.g. directors, shareholders, etc.) (UBOs)
    • Identity document (e.g. passport, ID card, driver's license, etc.)
    • Residential address
    • Liveness and identity verification checks
  • Questionnaire on the business and the expected transaction volume.

Implementation guide