Persons who wish to onboard as a client must first make contact with our team. Approved applicants will be sent an invitation via email. Our client onboarding process includes the collection of data, presentment of documents and remittance for compliance.
You may register as a broker (intermediary or agent) without first making contact. You do not need to be a registered "client" beforehand, nor do you need to register as a client afterwards. However, this guided process will require submission of data and documents.
We intend to centralise management for our team, our clients, brokers, third party project and asset managers, and partners via a centralised management portal. We have been delayed due to covid restrictions globally. However, we're business as usual from June 2022.
> CLIENT PORTFOLIO MANAGEMENT
> TRADE CONTRACT MANAGEMENT
> CASH / ASSET MANAGEMENT
> EQUITY MANAGEMENT
> PROJECT MANAGEMENT
