Support Page - 2shakes
2 S H A K E S

Effortless Onboarding & AML CDD

Support Page

If you need help with 2Shakes, you can find links to videos and help pages here.

Generic selectors
Exact matches only
Search in title
Search in content

Quick Access

Webinars & Tutorial Videos

Been Sent an Email Link?

Identity Verification Report

Data Protection & Privacy

Electronic IDV Forms

FAQ

General

Set up Your Business (Profile)

View Clients (Dashboard)

Detailed Client Information (Management)

Notes & Files

Customising Emails & Attachments

Manage Your Account

When to Revert to Draft

New Features 

Lock User

Integrations:

Sign Ups & Authorities

Sign up a Client

Electronic Signatures

Signing on Paper

Authorities Information

Companies Office Authority

Inland Revenue Authority

Revoking Authority

1-Page PDF Uploads

Refer your Client for Bank Services

Renew Agreements

AML & IDV

Identity Verification & Electronic Signing

Manual IDV

PEP Checks

Ongoing Customer Due Diligence (OCDD)

AML Overview

AML Only for a Client

Finding Beneficial Owners

Trusts

Recording Customer Due Diligence and Risk Assessment

Biometric Identity Verification

Enhanced Customer Due Diligence 

Audit, Reporting and Statistics

AML Compliance Officer

Storing your AML Programme

2Shakes AML Programme IDV Insert

Didn’t find what you needed here?

Contact us and we can talk you through what you need to know support@2shakes.co.nz

Logo_2Shakes-2-01

 

Wellington,
New Zealand

Contact Us

info@2shakes.co.nz

Helpful Links

Terms of Use & Privacy Policy
Contact Us 
Subscribe

Recent Posts

Biometric ID Verification
Christmas 2020 Update

Follow Us

Facebook-f

Copyright © 2021 2Shakes LTD