Selected Client

Chan Mei Ling household

Primary customer · Hong Kong · Assigned to Advisor Ng

Profile & Consent

Mobile
+852 9123 4567
Lead Source
Private banking referral
Consent
Onboarding consent captured · recording consent required per case
KYC
ID verified · screening pending

Household

Mr. Chan
Spouse · age 35 · joint applicant candidate
Known
Child dependant
Age 4 · education goal detected
Confirm

Advisory History

LeadQualified from referral
Existing Policies2 policies imported
Active CaseLife + CI + endowment discussion
Next ActionReview case file before proposal