Module Name: Know Your Customer at State Street Slide Name: Opening an Account Screen No: 13 On-Screen Text Graphics Description The relationship with the customer begins when the account is opened and services are rendered. Display OST then display instruction with art as There are three types of relationships between State Street and its shown. customers. Each type of relationship has a different event that signifies the account is opened and services are rendered. Make the three tabs, Custody Relationship/Account, Bank Account and Services Rendered clickable. events CANNOT occur until KYC has been completed and approval has been granted to onboard the customer. On clicking each tab, display respective text in To learn more about State Street’s relationships with its customers, click each tab below. Transcript Text for Pop-ups: Custody Relationship/Account:
Module Name: Know Your Customer at State Street Slide Name: Opening an Account Screen No: 13 On-Screen Text Graphics Description The relationship with the customer begins when the account is opened and services are rendered. There are three types of relationships between State Street and its customers. Each type of relationship has a different event that signifies the account is opened and services are rendered. events CANNOT occur until KYC has been completed and approval has been granted to onboard the customer. To learn more about State Street’s relationships with its customers, click each tab below. Display OST then display instruction with art as shown. Make the three tabs, Custody Relationship/Account, Bank Account and Services Rendered clickable. On clicking each tab, display respective text in Transcript Text for Pop-ups: Custody Relationship/Account:
State%20Street%20AML_KYC%20at%20State%20Street_SB_V4.9_23-March-2015.docx