The Comply Catch-Up – April 2021 Issue 5

by Admin | Apr 30, 2021 | Catchup

Comply Updates   Our Director of Client Services, Jessica Metts, spoke at the Sovos Crypto Currency Workshop. She dove into the Forms W-8 & W-9 collection and withholding rate calculations. We would like to take this opportunity to thank Sovos for hosting...

The Comply Catch-Up – March 2021 Issue 4

by Admin | Mar 29, 2021 | Catchup

Comply Updates   Comply is excited to announce the launch of their latest innovation, the Comply Exchange mobile E-Forms application. Available to fully integrate within account opening processes and compatible with both the App Store and Play Store, account...

The Comply Catch-Up – February 2021 Issue 3

by Admin | Feb 26, 2021 | Catchup

What’s new with Comply?   Exciting news from us this month as we bring on board our newest member of the Comply team, Carolyn Luke. Carolyn brings with her over 20 years of experience within the financial services industry. She joins us from TAINA...

The Comply Catch-Up – January 2021 Issue 2

by Admin | Jan 26, 2021 | Catchup

What’s new with Comply? Introducing new and exciting technologies! We are turning our heads to the future, and developing new ways to simplify the documentation collection process. Our newest innovation streamlines how documentation is managed and resolves the...

The Comply Catch-Up – December 2020 Issue 1

by Admin | Dec 18, 2020 | Catchup

What’s new with Comply? We wanted to start sharing with you all of the exciting things that have been happening with Comply in recent months, including new developments, partnerships and much more. In case you haven’t heard,we announced our partnership...