A person responsible for the management and oversight of a financial services provider. Usually already determined per provider and has signing rights.
Add a new Key Individual to Commspace
Step 1: select the dropdown menu of "Key Individual" to expose "Add new option..."
Step 2: Fill in the KI's information and save
Note: this information has to be correct when filling in, as this will determine where the document will be sent for signature, as well as which number to use for an OTP.
Once added, you can access the Key Individual when Opting In for a data feed, or when importing an Authorisation Letter.