Leon Stamm
Articles
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How do I create a new payout schedule?
Path: "Projects" > "Emissions" > "Choose the Emission" > "Payout Schedules" > "New Payout Schedule" Note: Before creating a payment schedules, you must first create an emission (Link to create an e...
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How do I create a new affiliate conversion for an investor?
Path: "Investors" > "Investors" > Selecting the Account Creating an AffiliateSteps: Navigate to the "Investors" section and select the relevant account by name. In the detailed view, you will fi...
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How do I send a Notification regarding missing depot data?
Path: "Investors" > "Investors" > Select the Account Notification: Missing depot data Steps: Choose the respective account under the "Investors" tab. In the detailed view, locate the "Actions" s...
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How do I send a notification regarding a missing identification document?
Path: "Investors" > "Investors" > Select the Account Notification: Missing identification document Steps: Choose the respective account under the "Investors" tab. In the detailed view, locate th...
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How do I send a notification regarding a forgotten password?
Path: "Investors" > "Investors" > Select the Account Notification: Forgotten password Steps: Choose the respective account under the "Investors" tab. In the detailed view, locate the "Actions" s...
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How do I send a notification regarding missing e-mail confirmation?
Path: "Investors" > "Investors" > Select the Account Notification: Missing E-Mail Confirmation Steps: Choose the respective account under the "Investors" tab. In the detailed view, locate the "A...
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What is the process for capital gains tax, solidarity surcharge, and church tax?
Path: "Investors" > Select the Account Note: If investors are not subject to taxation, you can upload a "non-assessment certificate" through the "Investors" menu in the investor's detail view. Afte...
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Where can I find the uploads of my investors?
Path: "Investors" > Uploads Note: The following view displays completed but not yet verified uploads, as well as missing documents per investor. Missing documents can also be manually uploaded in t...
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Where can I find the suitability audits of an investor?
Path: Compliance Center > Suitability audits Note: The following view provides an overview of completed suitability audits, which you can display individually.
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Where can I find the adequacy audits of an investor?
Path: Compliance Center > Adequacy audits Note: The following view provides an overview of completed adequacy audits, which you can display individually. You can view the scores of the latest adequ...