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ABC PROCESS FLOWCHART

ABC PROCESS FLOWCHART. Account Manager Responsibilities. Actions to be taken by others outside of the business. Mandatory actions to be taken by the Account Manager. Identify Distributor; determine risk status (H,M,L). Outcomes. Additional actions to be taken by

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ABC PROCESS FLOWCHART

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  1. ABC PROCESS FLOWCHART Account Manager Responsibilities Actions to be taken by others outside of the business Mandatory actions to be taken by the Account Manager Identify Distributor; determine risk status (H,M,L) Outcomes Additional actions to be taken by the Account Manager where required by risk level Complete IDD request KEY IDD Red Status automatically leads to IDD screening completed Red/Amber/Green Status BID/Third Party Screening Conduct ABC Interview (use template questions) Ensure ABC Clauses accepted into contract CANNOT contract Review and resolve Red Flags Low Risk Distributors only Request Rejected Issues to be resolved Medium and High Risk Distributors Complete online Engagement of Distributors form, including all required information Reference check x ≥ 3AND Company history Medium Risk ABC SME decision High Risk Distributors only High Risk Distributors AM to ensure SaSu file records in TRIM Request Approved BID/Third Party Screening

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