Business
Vendor Onboarding & Banking Details
Onboard new vendors securely — company identity, UID, IBAN, insurance, and data processing agreement included.
Registration14 questions
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Templates
Business templates
4 ready-to-use templates in this category, each in German, French, Italian and English. Preview one, use it, then change any question before you publish.
4 templates
The first questions of the template on the public form The first questions of the template on the public form BusinessUBO / Beneficial Owner Declaration
Declare ultimate beneficial owners for Swiss AML compliance — ownership, PEP status, and signature included.
Declaration15 questionsThe first questions of the template on the public form BusinessVendor IT Security Questionnaire
Evaluate vendor IT security — ISO 27001, SOC 2, breach history, pen testing, and access controls included.
Assessment14 questionsThe first questions of the template on the public form BusinessData Subject Access Request (DSAR)
Submit a Data Subject Access Request — access, correction, deletion, and portability rights under nFADP and GDPR.
Request13 questions
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