Private Banking

Relationship Portal

Sara Khalid

Senior RM · RM-014

SK
← Back to search

CIF 100003

Khalid Rashid Al-Doseri

خالد راشد الدوسري

CPR •••••0451 · Bahraini · Born 20 Sept 1976

PrivateRisk: HighKYC ExpiredMobile App: Not Enrolled

Total Relationship

BHD 2,408,400

Onboarded

03 Nov 2008

KYC Expires

31 Dec 2025

Accounts

3

Accounts

AccountTypeStatusBalanceDocuments
01-100003-001CurrentActiveBHD 312,400
01-100003-002InvestmentActiveBHD 3,346,000
01-100003-003LoanActive-BHD 1,250,000

Open Follow-ups

2 active tasks for this customer.

  • HighOpenKYC Renewal

    KYC renewal — collect updated passport

    Existing passport on file expires Dec 2025. Client mentioned travel mid-Jun.

    Overdue · 3d
  • UrgentOpenCompliance

    Source of wealth documentation

    Compliance flagged for refresh — request updated SoW form + supporting docs.

    Overdue · 1d

Activity Timeline

  1. Task created: KYC renewal — collect updated passport

    Task

    25 May 2026

    high priority · due 2026-05-22

  2. Task created: Source of wealth documentation

    Task

    25 May 2026

    urgent priority · due 2026-05-24

  3. KYC expired

    KYC

    31 Dec 2025

    Risk rating: High

  4. Customer onboarded

    Onboarding

    03 Nov 2008

    Private segment · RM RM-014