This is a quick overview tutorial of the CQS Confirmations Customer Community.
This one page user manual depicts which financial institutions will respond to the different forms on an account by account or entity wide basis. A full list of the forms accepted by the different financial institutions is also reflected on the guide.
This user manual summarizes SAAPS6 and discusses how it is applicable to Confirmation.com. The different form types are also discussed in this user manual.
This How to Guide provides the user with a screen by screen guide on changing client signers on different forms. Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile.
This guide highlights Nedbank Corporate South Africa's specific instructions on accepted form types and how to setup the different form types for relevant bank accounts.
This guide highlights Standard Bank South Africa's specific instructions on accepted form types and how to setup the different form types for relevant bank accounts.
Users can edit forms that have been loaded onto a client profile by following the below guide. This is especially useful when responders deny requests due to incorrect signer and incorrect account number. Users can add more signers to a form and edit form details accordingly.
Users can amend their client's company name by following the steps in the below guide. This is especially useful when responders deny requests based on incorrect account name. Users will need to amend the company name and resubmit the requests.
Users can edit client signer details by following the below guide. This is especially useful when responders deny requests due to incorrect signer. Users can amend the signer's details, reassign the forms and request approval from the new signer prior to resubmitting the bank confirmations.