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Sentinel (mutual funds)

01. Self-managed account (Agora) vs client account (VieFund)
This document describes the procedure for distinguishing and managing two account structures through Sentinel's platforms: customer-name accounts and self-managed accounts.…
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02. Creating client’s VieFund access
Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions…
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03. First client’s VieFund connection
Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space. Objective Guide…
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04. Disclosure of other commercial activities
This video describes how to set up disclosure of your Other Business Activities (ABI) on the Agora portal. This is…
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05. Risk evaluation
This video explains how to use the risk assessment tool  in VieFund to simulate the impact of a change of…
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06. Client file opening form (NAAF, N1)
This video describes how to open an account held in the client's name through Sentinel's VieFund app and the NAAF…
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07. Investor questionnaire (C0)
This video describes the determination of the investor's profile and the formulation of the portfolio recommendation, a step that immediately…
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08. Know your product (KYP)
This video describes product benchmarking, which is the final step in ensuring that a file is compliant before it is…
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09. Assets transfer form (C5, T2033)
This video introduces the transfer of external assets to the firm (T2033) for accounts held in the client's name. This…
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10. Transaction instructions (C2)
This video describes the execution of common transactions (purchase, redemption, transfer or exchange) for accounts held in the client's name.…
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11. Instruction letter (C27)
This video describes the management of specific or non-standardized requests via a versatile tool. The C27 form  is an essential…
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