top of page
NLC (ONBOARDING)
GETTING STARTED IN NLC
REQUESTS (Submitted)
VERIFY THAT EVERYTHING IS CLOSED IN THIS SECTION.
REQUESTS (Draft)
VERIFY THERE IS NOTHING IN THIS SECTION. IF SO, DETERMINE WHY AND CORRECT SO YOU CAN MOVE FORWARD.
CARRIER CONTRACTS
YOUR NLC APPOINTED CARRIERS WILL BE LISTED HERE.
BANK DETAILS
YOUR BANK NAME HERE
LICENSE
UPLOAD YOUR CURRENT STATE LICENSE AND MAKE SURE IT'S VISIBLE.
VISIBLE LICENSE NUMBER
NON-EXPIRED
EXPIRATION DATE
GREEN COLOR ACTIVE BUTTON VISIBLE
E&O INSURANCE
VERIFY YOUR POLICY NUMBER AND MAKE SURE ITS VISIBLE
MAKE SURE THE STATUS IS GREEN AND SAYS "ACTIVE"
TRAININGS
MAKE SURE YOUR AML (ANTI-MONEY LAUNDERING) CERTIFICATE ISN'T EXPIRED. IF SO, SELECT THE BUTTON ABOVE "ADD TRAINING" TO BECOME COMPLIANT WITH NLC.
EMPLOYMENT HISTORY
NOT NECESSARY FOR CONTRACTING PURPOSES, BUT YOU MAY WANT TO ADD YOUR LAST EMPLOYER.
QUESTIONS
ALL questions MUST be answered. Make sure your AML certificate is uploaded.
ISSUES
MAKE SURE THIS IS GREEN AND SAYS RESOLVED.
ACTIVITIES
This section will show all activities within NLC.
bottom of page