Qualify investors by filling a form

As a user for the platform, there are different roles, being the owner and the agent roles the ones that can qualify an individual or institutional investor in different ways: individually or via csv. Here we are seeing how to qualify them individually.

Step-by-step Guide

Step1: Investor List

As we land within in the investor list:

• when there is no qualifies investors for this toke, we see the following screen:

• and when there is already qualified investors for this token, we see the following screen:

Step 2: Qualify an investor

In both of them, we can "Qualify an investor", which allows to qualify an investor with a form. You can find the information for the fields here.

When we click there, we go to the following screen:

• for an individual:

• for an institution:

Step 3: Review and qualify

And we click on "Qualify", so we go to the "Review and Qualify" screen, to finish the Qualification: