GETTING STARTED
How to connect with directors
- Send an “Authorised Representative” connection request to your Directors, all you need is their email address.
- If the Authorised Representative is already a valid8Me user, they can simply accept the connection request through the mobile app.
- Once connected the Authorised Representative is informed that you are now able to access their secure digital vault for the purposes of fulfilling AML obligations for your company when accessing services.
ACCESSING SERVICES
How to share your directors’ information
- Review the document request from the onboarding company and consent if you feel the request is legitimate and required.
- Use our Share button to proactively provide access to Directors documents to an onboarding company you are doing business with.
- You will have peace of mind that Directors and Authorised Representatives are automatically informed regarding who is accessing their information and for what purpose.
Common Questions