Investor's information

From its dedicated space, the partner can access the list of its investors from the users section -> list of your investors.

He accesses a table with:

  • Date of creation of the customer's account
  • Customer email
  • Customer's first and last name
  • Customer phone
  • Customer's last login date
  • The type of customer: natural person or legal person
  • The creator of the account: the customer himself, the distribution partner or the administrator
  • The status of the customer's online wallet
  • The status of the customer's account
  • The terms of payment of taxes for the customer
  • Key actions that can be carried out on the customer's account by the distribution partner

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