Unlimited & Monthly Classifications
Watch this video of the AEOI Classification platform being used by an Institutional User.
An Institutional User has unlimited monthly access, is able to upload all of their customers’ information on the platform and can then assign classification services for both FATCA and CRS.
See below for snapshots referenced in our video
Institutional User Dashboard
How to Assign a Classification
Example Question
Certificate of Classification
Pay-Per-Classifications
Watch this video of the AEOI Classification platform being used by a Customer.
A Customer has a pay-per-classification access or access as a client of the Institutional Users, they can enter the system to classify their entities and will receive a classification certificate.
See below for snapshots referenced in our video
Customers Classifications Dashboard
Example Question
