Management of products to be distributed

The distributor partner accesses from his area to the list of products he has the right to market to his customers and on which he receives commissions.

To access the products to market:

• Go to the Products section -> list of products.

The partner then accesses the following information:

• Product creation date
• Product Name
• Product manager email
• End of marketing date
• Target amount of the transaction
• Amount collected on the product
• The marketing status
• Creator of the operation
• Type of product sold
• Commissions collected on the product by the distribution partner

How does the partner access detailed information about the operation?

To access information on the operation from the partner area

• Go to Products -> Product list
• Click on the name of the operation

How does the partner access subscriptions for the operation?

To access the subscription for the operation from the partner area

• Go to Products -> Product list
• Click on the Name of the transaction -> Transaction
• Access your customers’ subscriptions by clicking on view subscriptions

How are the transactions accessible to professional investors defined?

To define the transactions accessible to professional investors:

• Go to Products -> product choice -> actions -> professional access required

The management of professional access is also available for funds