Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
Register / Login

Verification of identity! - box to tick for each individual work space matter!

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
  • Community
  • :
  • Join the Discussion
  • :
  • Ideas and Suggestions
  • :
  • Re: Verification of identity! - box to tick for ea...

Verification of identity! - box to tick for each individual work space matter!

Reply
Topic Options
  • Subscribe to RSS Feed
  • Mark Topic as New
  • Mark Topic as Read
  • Float this Topic for Current User
  • Bookmark
  • Subscribe
  • Printer Friendly Page
  • All forum topics
  • Previous Topic
  • Next Topic
GB1
GB1
Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎26-07-2016 04:37 PM - last edited on ‎12-08-2016 09:38 AM by EmilyBilling Product Owner

on ‎26-07-2016 04:37 PM - last edited on ‎12-08-2016 09:38 AM by EmilyBilling Product Owner

Verification of identity! - box to tick for each individual work space matter!

I think a box to tick by Practitoner to confirm identity requirements have been completed at the beginning of each individual work space matter has been completed. 

 

I do know about the participation rules for PEXA, but its like an arranged marriage you know about it, but not much about the detail!

 

This would alert the practitoner to the seriousness of the responsilibity to ensure VOI has been completed.

Category:
  • Financial Settlement
  • Lodgement
2 Likes
Reply
  • All forum topics
  • Previous Topic
  • Next Topic
1 REPLY 1
BrettCS
BrettCS Star Employee
Star Employee
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎29-07-2016 09:12 AM

on ‎29-07-2016 09:12 AM

Re: Verification of identity! - box to tick for each individual work space matter!

Hi @GB1

 

Agreed, at the beggining of each workspace would be a useful way to confirm the steps that must be completed.

 

We currently have, as part of signing, the certifications that talk to these points. See below:

document_siging_certifications.jpg

 

We are working hard at improving the usability and assisting our subscribers through the steps of a transaction, and this feedback helps bring focus on some of the key areas. 

 

Thanks again @GB1 for your involvement.

1 Like
Reply
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service