Collect basic company identification and contact details.
Max. 6 Names, provide a brief resume of each person.
Understand the nature and scale of the company's operations.
Learn the compnay's invesment approach
List and categorize funds under management.
Clarify membership tier and confirm payment.
Members wishing to cancel membership must give at leat 1 month notice piror to 1 January.
Final consent and file upload.
