My Tasks
Follow-ups assigned to you (RM-014).
Open
3
In Progress
0
Due This Week
1
Overdue
2
3 tasks
- HighOpenKYC Renewal
KYC renewal — collect updated passport
Existing passport on file expires Dec 2025. Client mentioned travel mid-Jun.
Khalid Rashid Al-Doseri · CIF 100003Overdue · 3d - UrgentOpenCompliance
Source of wealth documentation
Compliance flagged for refresh — request updated SoW form + supporting docs.
Khalid Rashid Al-Doseri · CIF 100003Overdue · 1d - MediumOpenInvestment Review
Quarterly portfolio review call
Q2 review. Walk through equity allocation and discuss BHD fixed-income shift.
Ahmed Ali Al-Mansoori · CIF 100001In 2 days