How to maintain a repository of the directors’ and Key Managerial Personnels’ KYC documents?

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for whose Directors you want to maintain the repository of KYC documents.

Step 2: Click on Registers.

Step 3: Select the Register of Directors and Key Managerial Personnel.

Step 4: Select the director or KMP for whom you want to upload the relevant documents, as shown below:

Step 5: Once you navigate to the relevant director’s personal details, scroll down and click on edit button as show below:

Step 6: Scroll down to the final section of the director’s register, wherein documents can be uploaded.

A screenshot of a computer

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Step 6: Multiple files can be uploaded against the same field.

PDF, word and image files are supported, and access can be extended to different users. In this way, repository of KYC documents of each director and KMP can be maintained.