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…
Groupe Financier Signature
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…
Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space.
Objective
Guide the customer in activating their "My Wallet" account and ensure…
Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions in the video.
Objective
Allowing a customer to consult all…
This document describes the procedure for distinguishing and managing two account structures through Sentinel's platforms: customer-name accounts and self-managed accounts.
Here are the key points of the procedure explained in…
1. Detailed procedure of the steps followed
The attestation update in Apexa includes 14 main steps, followed by a signing process.
Initialization: Click on the attestation period end notification on…