Unioo

Why do associations need to report to the bank?

Can’t you just reuse the data we’ve already provided to one financial institution?

Your association has already sent a lot of data and documents to the bank, so can't they just pass them on to us?

Every time changes are made to the board that the financial institution needs to know about, a report must be submitted.

How to cancel or stop a report to make changes

Here is a checklist of what you need to pay attention to when reviewing the documents.

Another board member needs to take over the responsibility for reporting. How is this done in Unioo?

Find answers and get help from Intercom Support and Community Experts

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