Both the asset manager and the client can make adjustments to the file. With every change made by a client, notifications are sent to the advisor and the changes are saved as a new version. So you can always gain insight into the situation from the past. This ensures user-friendliness, but also compliance with certain points of the GDPR.
The asset manager and the client
The SCOPE KYC Cloud Portal assumes two types of users: clients and asset managers.
Both users can access the stored data, although the portal looks different for the types of users.
The client can only access his/her own data. The asset manager can access data of all his clients.
By giving the client access to his / her own data and giving the opportunity to adjust things himself, at least two core rules of the GDPR are met.
Everything is shared
Since both the asset manager's employees and the client look at the same data, there is no room for misunderstanding. Any change, made by anyone, is reported to the person who has not changed the information. When logging in, double authentication is also requested via SMS to keep the data exchange extra secure.