Role
Profile
Mandate
Documents
Review
Investor records
Attach recommended diligence and eligibility records used for access decisions.
| Document | Requirement | Status | File | Action |
|---|---|---|---|---|
| Entity registration or organization profile | Required | Missing | No file uploaded | |
| Authorized representative ID | Required | Missing | No file uploaded | |
| Confidentiality or NDA acknowledgement | Recommended | Missing | No file uploaded | |
| Conflict of interest declaration | Recommended | Missing | No file uploaded | |
| Investment mandate or board authorization | Recommended | Missing | No file uploaded | |
| Accreditation or eligibility evidence | Recommended | Missing | No file uploaded | |
| Source of funds declaration | Recommended | Missing | No file uploaded |
Investor onboarding
Set up the organization once, then reuse approved records across the Register workspace.