CAL Portal Client Onboarding | Scribe

CAL Portal Client Onboarding

  • CAL |
  • 0 step |
  • 2 minutes
    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)
    Click "Sign Up"
    Enter A Valid NIC
    Enter a Valid Email and OTP - both will be verified via OTP verification code
    Click "Sign In"
    Click "Unit Trust Funds" or any other Product to Sign Up
    Agree to the Terms and Conditions
    Provide the "Personal Details"
    Upload clear images of your NIC (front and Back) - Use Webcam or phone camera to take photograph of NIC if necessary
    Provide the "Contact Details" Upload Address Proof if Correspondence Address is different to Permanent Address (Utility Bill/Bank Statement)
    Provide the "Employment Details"
    Provide the "Bank & Fund Details" Upload a recent Bank statement of an account under your name
    Provide the "Details for KYC & PEPs"
    Place the digital signature of the client
    Click "Video KYC" to start the Video KYC process
    Ensure all physical identification documents are ready prior to the Video KYC process
    Read the instructions on how to display the physical identification documents during the Video KYC Call
    Display the physical identification documents during the Video KYC Call to the Camera as described
    Read out the OTP generated in the next screen
    Read out the OTP generated in the next screen clearly to authenticate client Click "Click Restart if you want to redo the video
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