This process is mandatory to verify the absence of a criminal record before authorizing the signing of contracts with financial institutions. It applies both during the initial integration of the…
Foreword: Prerequisites and Information Collection
Maintaining a firm's compliance with the AMF is a critical responsibility. In the Apexa ecosystem, each data field must correspond exactly to the AMF's registers…
Preparation:
Careful preparation of documents is essential to avoid frequent administrative rejections on Apexa.
Access required:
Apexa login credentials (advisor profile and entity administrator profile).
Documents to be collected (PDF…
1. Foreword and Operational Prerequisites
As an advisor, the careful preparation of your digital environment is the guarantee of a frictionless compliance process. On Apexa, an interruption during the signing…
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…
Identified process: Finalization of the contract and configuration of the payment method on the Apexa platform.
Step 1 : Authentication and Job Identification
Login: Log in to Apexa by selecting…
Initial registration and linking of corporate contracts on the Apexa platform.
Step 1. Receiving the invitation
Source: Search for an email from GFS titled "Welcome to Apexa."
Recipient: The invitation…