Onboarding Roadmap

Four Steps to
Active Compounding

From initial digital profile screening to continuous multi-asset portfolio rebalancing — see our structured onboarding roadmap and operational timelines.

Operational Lifecycle
Our Onboarding Roadmap
01
Investor Suitability & Profile
Timeframe: 24–48 Business Hours

Complete our online digital screening file (approx. 3 minutes). Our compliance desk reviews eligibility parameters and accredited investor brackets.

  • Confidential Submission: Complete legal profile details and tax classifications securely.
  • Desk Review: A dedicated relationship desk officer assesses suitability metrics.
  • Conditional Match: We match your capital objectives to our active portfolio models.
02
Digital Signature & KYC
Timeframe: 1–2 Business Days

Electronically review and execute the Investment Policy Statement (IPS) and Onboarding Agreement. Securely verify identity parameters (KYC).

  • Onboarding Agreement: Signature matches standard cross-border fund compliance.
  • KYC Verification: Upload passport or official identity card, and recent residence proof.
  • Node Verification: Digital keys lock and secure your active investor profile.
03
Segregated Depository Funding
Timeframe: 1–2 Business Days

Wire capital directly to your designated segregated depository sub-account, managed by our premium global custodian banks.

  • Segregated Safety: Capital is isolated from FIG operational bank lines.
  • Wire Settlement: Standard settlement requires 1–2 business days.
  • Cycle Activation: Confirmed wires activate for the next trading cycle open.
04
Dashboard & Compounding
Timeframe: Instant Post-Activation

Log into your secure portal. View real-time asset allocations, daily balances, and configure monthly profit compounding.

  • 24/7 Portal Access: Verify all ledger transactions and active balances continuously.
  • Monthly Reports: Access audited monthly statement briefs automatically.
  • Compounding Options: Toggle between payouts or automatic reinvestment layers.
At A Glance
Operational SLA Timelines
Phase Action Item Required Responsible Party Target Duration Status Output
01. Profile Fill digital accredited screening forms Investor Applicant 24 Hours Conditional Approval
02. Verify E-sign Onboarding Agreement & upload photo ID Investor & Compliance 1–2 Business Days KYC Compliant
03. Fund Initiate depository bank wire transfer Investor's Bank Desk 1–2 Business Days Depository Credited
04. Compound Access dashboard and review monthly P&L Active Investor Continuous Portfolio Active
Ready to Get Started?

Begin your accredited screening application today or connect with our relationship desks for direct support.

⚠ Risk Disclosure: All investments involve risk including the possible loss of principal. Past performance is not indicative of future results. This platform is for accredited and institutional investors only.