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