diff --git a/app/modules/clients/templates/clients/partials/form.html b/app/modules/clients/templates/clients/partials/form.html index 2db9e65..1b12d46 100644 --- a/app/modules/clients/templates/clients/partials/form.html +++ b/app/modules/clients/templates/clients/partials/form.html @@ -147,69 +147,66 @@ -
Used for AQMM and peer review evidence. High/Critical risk clients cannot be activated until acceptance is approved.
++ Independence, conflict, KYC and engagement letter controls are completed from the client detail workflow after the client is saved. + Manual ticking is intentionally disabled on this form to preserve proper AQMM and peer review evidence. +
Formal approval can also be done from the client detail page.
++ Open the client detail page to request declarations, verify KYC from permanent documents, draft engagement letter, send it to client, and approve acceptance. +
+ {% else %} ++ Save the client first. The digital acceptance workflow will be available from the client detail page. +
+ {% endif %}