Digital Investor Onboarding - Basiz Fund Services

Digital Investor Onboarding Process

Digitize Private Placement Memorandum (PPM), Contribution Agreement (CA) and Application Form (including nomination form, FATCA CRS form, UBO form)
Onboard multiple types of investors - Individuals, Non-Individuals, Resident and Non-Resident Investors
Provide log-in facility for distributors/relationship managers
Enable form filling over multiple sessions using autosave feature to save previously entered information

Capture data from the Application Form and generate CA

Provide Upload facility for KYC documents

Enable document signing using Doodle, DSC and Aadhar E-sign (OTP based) via Basiz Master Draft Software of the CA and PPM at three levels

1

Enable the distributor/ investor to fill in the easy-paced tabular data required

2

Upload the necessary documents

3

Generate the contribution agreement for the signature of the investor

7

Send the signed copy to all parties

6

Enable the fund manager and trustee to sign digitally

5

Send confirmation to investors on signing

4

Enable the investor to sign digitally