Company Role

To continue with this digital journey and open a business account, you as the SME company representative must provide information about your role in the company. This screen offers you the option to provide information such as:

Field Data Type Description
First Name Text Insert your first name.
Last Name Text Insert your last name.
Role Option Set

This information is chosen from a drop-down list:

  • shareholder
  • administrator
  • affiliate
  • director
  • corporate director
  • unknown
  • corporate secretary
  • secretary.

Click Next.

The Companies House Connector collects publicly available information about all the company associates. However, if the list of options is insufficient, there is also the option to manually add an associate. However, the solution can accommodate any other third-party software, this is one such software integration developed by FintechOS. For details, see Company House Connector.

IMPORTANT!  
The connector is not included in the package. Download it separately. See Installation for details.

Choosing an associate from the list is mandatory in order to continue.

NOTE  
The following endpoints are used in order to get information about corporate representatives, add an extra associate, or associate the representative with the current application: FTOS_BNKAP_GetCorporateRepresentatives, FTOS_BNKAP_AddExtraRepresentative, FTOS_BNKAP_SetApplicantSMEApplication.