Begin by completing our brief pre-screening digital questionnaire on behalf of your client. This initial step allows us to assess your client’s eligibility, understand their needs, and identify any compliance considerations early in the process.

Following our review and preliminary approval, you will receive a secure, personalized email to continue the full onboarding process which you will also need to complete on their behalf.

Our electronic Know Your Customer (eKYC) process is quick and secure and will require you to submit the all required documentation.