Emails sent by the system

BECCO E-gaming keeps everyone informed by email. This page lists what is sent, to whom, and when.

Emails to parties are also recorded on the client’s Audit trail, and invitation texts can always be edited and previewed before sending.

Emails to clients and parties

Email	When it is sent	What it contains
Client invitation	You create a client with initiator Invite client to fill form (Step 1).	An explanation of the onboarding portal and the CGA process, a Fill in your form button and a security code.
UBO invitation	You invite a party identified as UBO (≥ 10% interest) (Step 3).	A role-specific explanation of why they must submit personal history, plus their personal form link and code.
Shareholder invitation (5–10%)	You invite a party with a 5–10% interest.	Same, with the explanation adapted to their smaller interest.
Director invitation	You invite a party identified as a director.	Same, adapted to the director role.
Stakeholder invitation	You invite an additional stakeholder (“person of interest”).	Same, adapted.
Security code (re-send)	The party requests their code again from the protected form or portal.	The access code for their form or portal.
Client portal invitation	You invite a party for the client portal.	A personal portal link and code.

A party can’t be invited twice by accident; you can re-send or forward invitations at any time.

Emails to your team

Email	Who receives it	When
Form signed	The assigned account manager	A party signs and locks their submission form.
Party ready for verification	The assigned account manager	A party’s status reaches Pending account manager.
Party in review	The assigned account manager	A party’s check reaches the account-manager review stage.
Party ready for compliance	The compliance team	A party’s check reaches the compliance stage.
Party fully verified	Account manager + compliance	A party reaches Compliance agrees.
Client pending approval	Account manager + compliance	Compliance completes a review that needs management approval.
Client assigned to you	The newly assigned account manager	A client’s assigned account manager is changed.
Periodic review opened	The account managers	The system auto-creates a periodic review, three months before the next review date.
Portal change review opened	The account managers	A party changed information via the client portal.
Unread chat message / @mention	The message’s recipient	You haven’t read a chat message within a few minutes.

Who receives “account manager” emails?

If the client has an assigned account manager, that person is emailed. If no one is assigned, all account managers on the platform receive the email instead. It is therefore advisable to always assign an account manager to every client.

Account emails

• Password recovery — sent when you use Forgot password? on the sign-in screen.
• Verification code — the two-step verification code during sign-in.
• Device verification — sent the first time you sign in on a new device.