This video describes the management of specific or non-standardized requests via a versatile tool.
The C27 form is an essential complementary tool that serves as a valuable recourse for all…
Groupe Financier Signature
This video describes the execution of common transactions (purchase, redemption, transfer or exchange) for accounts held in the client's name.
Form C2 serves as the official promissory note for all…
This video introduces the transfer of external assets to the firm (T2033) for accounts held in the client's name.
This procedure is used when a client wishes to transfer investments…
This video describes product benchmarking, which is the final step in ensuring that a file is compliant before it is sent to the administrative department.
This procedure makes it possible…
This video describes the determination of the investor's profile and the formulation of the portfolio recommendation, a step that immediately follows the opening of the file via the NAF.
This…
This video describes how to open an account held in the client's name through Sentinel's VieFund app and the NAAF (Account Opening Sheet) form.
The opening of a file in…
This video explains how to use the risk assessment tool in VieFund to simulate the impact of a change of funds on a client's profile.
Here are the steps of…
This video describes how to set up disclosure of your Other Business Activities (ABI) on the Agora portal. This is a crucial step to avoid administrative rejections.
Here are the…