Process
A clear path from registration to management
Onboarding is fully digital and available to eligible clients around the world. Access to regulated services begins only once verification is complete.
- 1
Step 1 of 4
Create Account
Register from any eligible country. You will provide your contact details, country of residence and a secure password.
- Available to eligible clients worldwide, excluding restricted jurisdictions
- Email verification is required before you continue
- 2
Step 2 of 4
Verify Identity
Complete KYC/AML verification by uploading identification and supporting documents through encrypted, private storage.
- Government-issued photo identification and proof of address
- Source-of-funds evidence where required by Compliance
- 3
Step 3 of 4
Choose Your Service
Apply for financing or subscribe to an investment opportunity. Each route has its own assessment and documentation.
- Financing is subject to eligibility and credit assessment
- Investment subscriptions require suitability confirmation
- 4
Step 4 of 4
Manage Everything Online
Track applications, repayments, holdings, statements and documents from your client portal on any device.
- Notifications for every status change
- Documents available only through authenticated, expiring links