The Process

Introducer

Platform Access

Full transparency on applications

Application tracker

Account activity

Notifications on funds pledged

Full invoicing software and CRM tracking

Key features – Efficiency, easy to navigate and time effective

Investor

Platform access

Suitability statement/ certification approval

Account activation

Application

Application tracker

Fund remittance/due diligence guidance

Tracking of funds pledged

Investment account held

Key features – Monitor, reference, due diligence and diversity of choice