Module 11 of 11 · 15 min
Serving the investor
KYC, transactions and everyday service. Everything here is free. Work through the lessons in order, or jump to the one you need.
3 lessons in this module
What you will cover
- 1 KYC and onboarding What KYC needs, how it works once across all funds, and why it gates investing.
- 2 Everyday transactions The moves an investor makes, and the systematic tools that automate them.
- 3 Nomination and transmission How nomination smooths the handover of units when an investor dies.
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