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Once all required fields are populated click to proceed to the next step or to navigate to the previously viewed page. 50
4.7. Customer DocumentsThe Customer Document section/form assists SSL in identifying and verifying the identity ofits clients. Clients are required to upload ID documentation and other KYC Documents,including source of funds verification, proof of address etc. Non-Jamaican residents mustupload notarized documents. Acceptable notaries are: Justice of the Peace, Notary Publicand Licensed Attorneys-at-law. Required fields are marked with (*), and need to bepopulated before the form can be submitted. 51
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4.7.1. Uploading a DocumentThe Customer Document section requires the client to upload KYC documents. Toaccomplish this click for each question as seen below to select the inputdocument to be uploaded.This will render a dialog box to select the file from your computer or mobile device. Acceptedfiles types are jpg, png, pdf, doc, docx and xls. Once the desired files have been selected and 53
uploaded for all questions you may click to proceed to the next step orto navigate to the previously viewed page.When Files have been successfully uploaded the notification below will be displayed on theCustomer Documents page 4.7.2. Declaration of Source of FundsThis Form may be found under Question 4 of the Customer Documents Page and becomesapplicable if any of the below or other suitable Source of Funds is NOT available (Original orduly certified copy, all documents should be dated as recent as possible). Proof of Income Savings Sale of Property, Investments or Company Other SourcesA client may be allowed only a signed self-declaration – SSL Declaration of Source of Funds.This needs to be submitted at each instance of additional funds to be received by SSL in future.Any/All decision taken in this regard will be at SSL’s sole discretion and will be binding on allaccount holder(s). Click to render the form below. 54
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Required fields are marked with (*), and need to be populated before the form can besubmitted. Once all required fields are populated click to proceed to the nextstep or to navigate to the previously viewed page.Once all forms in a segment have been completed and submitted successfully, the dashboardwill be updated with the completed form and its respective status as shown below. 56
4.8. Form ToolsThe Webforms incorporate user friendly form tools to enhance the user experience of opening anaccount. Some of the tools are shown below:4.8.1. Open/Close Form SectionsThe Open/Close button, allows you to expand or collapse each section of a form to increase youravailable workspace. The arrow in the Open/Close button points in the direction of the collapsing pane. 57
4.8.2. ToolTipsA Tooltip is a message that pops out to provide information about a particular input field orselection. It appears when the cursor is positioned over the icon on any form, as shownbelow:4.8.3. Close Embedded-formsEmbedded-forms are forms within other forms, for e.g. the PEP and FATCA forms which areembedded in the Account Opening Form. To close these forms click the at the top right ofthe form (this will turn blue as the curser is hovered over it) as shown below: 58
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