Create an account for an investor client

Several steps are necessary for the creation of a customer’s account

Creation of the investor

• Edit profile,
• Customer knowledge,
• Bank accounts,
• Co-subscriber.

Once the steps are finalised, the investor's profile is complete.

You can then create subscriptions for this investor.

Creation of the investor

• Go Investors -> click on create an investor,
• Fill in the requested information,
• Confirm

You are redirected to the list of steps to complete.

At the end of each step, Save.

Edit profile

The profile contains the investor's information on

• his civility,
• his address,
• its taxation,
• its type: natural or legal person, professional investors or not,
• its risk profile according to the classification criteria of the management company,
• activation of email notifications.

Please note, you must activate the notifications so that the investor can receive the email to validate his account and sign his client knowledge sheet.

Customer knowledge

This section contains the data and documents necessary to apply the duty to advise.

Bank accounts

This section allows you to enter the main bank account used to carry out the transactions.

This account will also be communicated to the depositary or integrated into the subscription forms.

Co-subscribers

This section is used to inform joint subscribers such as the spouse or incur usufruct if it is known in advance.

Then send the validation email to your investor by going to investor -> investor choice -> stocks -> send confirmation email.