PRIVATE PORTALS

Applicants who wish to onboard as a Partner must first make contact with our team. Approved applicants will be guided through a registration process. The onboarding process includes the collection of data, documents and remittance for compliance.

This portal is to process your application to be a Client "Custodian" which means you're approved to manage one or more client accounts. The client must already be onboarded. Only registered accountants or lawyers may be both a broker and a custodian.

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.

Applicants who wish to onboard as a Client must first make contact with our team. Approved applicants will be guided through a registration process. The onboarding process includes the collection of data, documents and remittance for compliance.