← All help articles

Can I practise client onboarding tasks on Hey Monika?

Yes — NorthSky Climbing and Hope Bridge International are the two Hey Monika Scenarios built specifically around client onboarding. Both cover the kind of work a new client relationship involves in practice: verifying identity, Anti-Money Laundering (AML) checks, KYC (Know Your Customer) processes, and the initial paperwork required to take on a new client correctly and compliantly.

NorthSky Climbing walks you through setting up a new climbing gym client — you'll work through professional clearance, Letters of Engagement, 64-8 authorisation, and the AML due diligence documentation a practice needs to have on file before a client relationship formally begins. Hope Bridge International extends into KYC and AML procedures for a different client type.

More detail

  • NorthSky Climbing and Hope Bridge International are both live on Hey Monika and cover AML, KYC and the documentation needed to onboard a new client compliantly.

  • Tasks include professional clearance, Letter of Engagement, 64-8 authorisation, and AML due diligence — the same steps a real practice follows.

  • Onboarding is a commonly underpractised skill — trainees rarely get the chance to run through the paperwork before their first real client, and mistakes here have professional consequences.

Frequently asked questions

What is a 64-8 form and will I learn about it in Hey Monika? A 64-8 authorises HMRC to deal with your practice as the client's agent. NorthSky Climbing includes this as part of the onboarding documentation you work through.
Does Hey Monika cover AML training directly? NorthSky Climbing and Hope Bridge International both include AML and KYC elements as part of the onboarding process — you're applying the checks, not just reading about them.

Is onboarding covered in Challenges as well as Scenarios? No — onboarding tasks are currently in Scenarios only. Challenges cover standalone technical skills rather than the full client relationship context.

Get started

Start with NorthSky Climbing — work through the onboarding documents in the vault and treat it as a dry run for the first time you have to do this with a real client.

Still stuck? The team will happily take a look.

Request support