Investor: Individual Registration & CDD Process – Editable Document & Video Tutorial


This Investor – Individual Procedure (Legally Required Document) outlines your company process for the on boarding of a buyer when they are purchasing property as an individual.

You will receive an easy-to-follow and edit Word document and is also accompanied by a video tutorial link showing the step-by-step process of how to edit the document for your own business.

What’s included:

  • Ready to edit Word Document
  • Step-by-step video tutorial link
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