Bennett Family
s3_analysis_recommendation

Compliance gate

s3 analysis recommendation
James BennettPrimary
Identity verification
Cleared15 Jun 2026
AML screening
clear 15 Jun 2026
ConsentNone on record
Capture →
Sarah BennettPrimary
Identity verification
Cleared15 Jun 2026
AML screening
clear 15 Jun 2026
ConsentNone on record
Capture →
Tom Bennett
Identity verificationNot started
Use adviser’s device
AML screeningNot run
ConsentNone on record
Capture →
Lily Bennett
Identity verificationNot started
Use adviser’s device
AML screeningNot run
ConsentNone on record
Capture →
DEV surface: personas  ·  signed in: Sarah Crowther [PRINCIPAL]