Client Information sheet CIS Form Template
To ensure a smooth investment application process, here is the client information sheet (CIS) template for you to download & […]
The Importance Of Submitting Your Client Information Sheet (CIS)
Submitting the right documentation, including a Client Information Sheet (CIS), proof of funds (POF), and evidence of the history of funds, is critical
Why Proof of Funds of $100 Million Ensures the Most Secure Transactions
When dealing with high-value financial transactions such as large-cap programs, Proof of Funds (POF) is a critical component to ensure