To help you find your way in the KYC Suite, here you will find a few definitions to help you get started.

A client is a party who also is the owner of a product. Clients are marked with a label 'client' in the Client File.

A connection is a relation between parties. This could be an ownership connection (between a shareholder and a company) or a representative connection (parent representing a child).

A product is what you offer to your client. This could be anything: A bank account, an investment portfolio/ opportunity, or an insurance.

A party is a natural person or legal entity.

A registration is the application for a product. A registration contains the product, associated parties and connections between them.