Automatic Reminders
Stay Ahead of Regulatory Deadlines
Get notified ahead of time with automated, synchronised reminders for expiring documents and other regulatory deadlines.
Automated and Custom Reminders
Automatically Generated & Synchronised
Reminders are automatically generated and synchronised with CDD document expiry dates. Configure when and how often you would like to be notified—for example, days or weeks in advance, with recurring reminders so you never miss a deadline.
- Expiring Passport and HKID Reminders.
- Automatic alerts prompt updates for passports and HKIDs based on their expiration dates in the client profile.
- Address Proof Renewal Reminders.
- Get reminded to renew address proof documents based on your clients' newest address proof document date.
- Expiring Business Registration Certificate Reminders.
- Get reminded to update business registration certificates before they expire.
- Annual Return Reminders for TCSP Firms.
- Receive timely notifications when it’s time to prepare annual returns for your clients.
- Custom Reminders.
- Create custom reminders to keep track with other regulatory deadlines and tasks.
Calendar View
Stay Organized
Get a clear monthly overview of all reminders and upcoming deadlines.
- Color-Coded Reminders.
- Tasks are categorized and color-coded, allowing you to prioritize at a glance.
- Track Reminder Progress.
- Completed tasks are marked off automatically for easy tracking.
- Streamlined Workflow.
- Review, manage, and schedule reminders efficiently in a single calendar view.
