Apexa (contracts)
01. Apexa login
Initial registration and linking of corporate contracts on the Apexa platform.
Step 1. Receiving the invitation
Source: Search for an…
02. Sample check
Identified process: Finalization of the contract and configuration of the payment method on the Apexa platform.
Step 1 : Authentication…
03. Attestation
1. Detailed procedure of the steps followed
The attestation update in Apexa includes 14 main steps, followed by a signing…
04. GFS & AgenZ contracts signing
1. Foreword and Operational Prerequisites
As an advisor, the careful preparation of your digital environment is the guarantee of a…
05. Error & omission insurance
Preparation:
Careful preparation of documents is essential to avoid frequent administrative rejections on Apexa.
Access required:
Apexa login credentials (advisor profile…
06. AMF registration certificate
Foreword: Prerequisites and Information Collection
Maintaining a firm's compliance with the AMF is a critical responsibility. In the Apexa ecosystem,…
07. background & ID check
This process is mandatory to verify the absence of a criminal record before authorizing the signing of contracts with financial…