Complete a questionnaire you’ve been sent

Open and complete the questionnaire

1. Open the link in the invitation from the organisation requesting due diligence. Check the organisation and entity shown on the onboarding page.
2. Select Start questionnaire, or Continue questionnaire if you have already begun.
3. Use the section navigation to answer the questions. Read each question and provide the requested information.
4. Open Files to find required and optional documents. Attach the requested files to the appropriate items.
5. Save your work, check the answers and submit when the required items are complete.

Protect your access

The invitation link grants access to the request, so do not share it. The onboarding page may show other steps, such as identity verification, if the requesting organisation included them.

If the link is unavailable, check that it was copied in full and contact the sender or the support contact shown on the page.