Digital Onboarding
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Onboarding is now convenient and paperless
Digital onboarding makes it convenient for your clients to open a client relationship with VP Bank online. From identification to signing contracts – it’s simple. All your clients need is a computer, a mobile phone and a stable internet connection. Below, you can read all about how digital onboarding works in detail and which requirements your clients will need to meet.
Advantages for you and your clients
- Convenient onboarding from anywhere: You do it all online.
- Digital: No physical signatures needed.
- Modern and secure: The system meets all current standards.
- Faster: Data is transmitted with the push of a button.
- Sustainable: Eliminate mountains of paperwork.
How does digital onboarding work?
Digital onboarding allows you to open client relationships with VP Bank 100% electronically. Your clients will be identified via video call. They can sign the application forms digitally with a qualified electronic signature, which is legally equivalent to a handwritten signature. This allows you and your clients to save time and paper.
The digital onboarding process
- Start onboarding and enter data
- Review the tax data (tax domicile, TIN, W-8BEN)*
- Review the forms, accept the GTC and agreements*
- Verify identity via video call and sign digitally*
- Wait for VP Bank to open the client relationship
- If necessary: Download signed documents for personal use within 60 days*
* Steps to be completed by clients