CAL Portal Client Onboarding | Scribe

    CAL Portal Client Onboarding

    • CAL |
    • 22 steps |
    • 2 minutes
      1
      Navigate to [https://portal.cal.lk/](https://portal.cal.lk/) - use your mobile! iOS - [https://apps.apple.com/lk/app/cal-online/id1299612337](https://apps.apple.com/lk/app/cal-online/id1299612337) Android - [https://play.google.com/store/apps/details?id=com.calonlinelk.cal&hl=en&gl=US](https://play.google.com/store/apps/details?id=com.calonlinelk.cal&hl=en&gl=US)
      2
      Click "Sign Up"
      3
      Enter A Valid NIC
      4
      Enter a Valid Email and OTP - both will be verified via OTP verification code
      5
      Click "Sign In"
      6
      Click "Unit Trust Funds" or any other Product to Sign Up
      7
      Agree to the Terms and Conditions
      8
      Provide the "Personal Details"
      9
      Upload clear images of your NIC (front and Back) - Use Webcam or phone camera to take photograph of NIC if necessary
      10
      Provide the "Contact Details" Upload Address Proof if Correspondence Address is different to Permanent Address (Utility Bill/Bank Statement)
      11
      Provide the "Employment Details"
      12
      Provide the "Bank & Fund Details" Upload a recent Bank statement of an account under your name
      13
      Provide the "Details for KYC & PEPs"
      14
      Place the digital signature of the client
      15
      Click "Video KYC" to start the Video KYC process
      16
      Ensure all physical identification documents are ready prior to the Video KYC process
      17
      Read the instructions on how to display the physical identification documents during the Video KYC Call
      18
      Display the physical identification documents during the Video KYC Call to the Camera as described
      19
      Read out the OTP generated in the next screen
      20
      Read out the OTP generated in the next screen clearly to authenticate client Click "Click Restart if you want to redo the video