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Opening Business Accounts: The Role and Importance of External and Internal Documentation - E3

Course Description

This course provides a comprehensive guide to managing the essential external and internal documentation required when opening new business accounts. Employees will learn how to handle business formation papers, tax IDs, and internal documents like resolutions and signature cards, ensuring accounts are opened accurately, securely, and in compliance with both legal and institutional requirements.

30 Minutes
Series: New Account Opening Essentials
Roles: New Employees
Course Format: E3

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