Knowledge Base
← Assess client categorization to ensure regulatory compliance
Inform the client of their categorization on a durable medium
Categorize items by dragging them to the appropriate zones
Items to categorize:
Inform the client of their categorization on a durable medium
Receipt of a written request from the client
Mention the right to request a different categorization
Sending a written warning detailing the protections lost
Categories:
Notification obligations
Opt-up steps