Your fund investment may require that you complete a KYC check. If your fund investment uses Carta for KYC checks you will receive an email similar to the below:
Click Complete verification
Click Start
Select whether you are completing KYC as an entity or an individual
Complete the KYC task
A variety of information will be collected in the KYC task. Refer to our KYC/AML checklist for more details on the information collected in the KYC task.
At the end of the KYC task, you will have the option to consent to reuse your information for future KYC tasks.
By consenting to reuse your information, you will not have to complete another KYC task on Carta for the next 365 days as long as the entity is in the same jurisdiction as the original evaluation.
Once the questionnaire is completed you will receive this confirmation. No further action is required at this time.