Hello 👋
Before any interaction with their clients, the CGP or CIF professional must register on the platform and complete their KYB (Know Your Business).
Once this step has been validated, the clients introduced by the advisor must register and complete their own KYC (Know Your Customer).
Once these two steps have been validated, the introduced clients will be linked to the advisor’s profile before any investment transaction or transfer of funds.
💡 Feel free to contact our sales team for more information.
See you soon,
The Meria team
Was this article helpful?