Name of Broker/Introducer
*
First Name
Last Name
Broker/Introducer Email Address
*
example@example.com
Name of Client
*
First Name
Last Name
Program of Client preference
*
Notes
*
Upload KYC (documents should be no older than 48 hours)
*
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Upload Genealogy Report containing full details of client referral chain
*
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Upload File Submission Checklist
*
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**CASH FILES** video of the client logging into their internet banking system via app or browser and navigating to their accounts, showing the account balance clearly
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Upload Profit Participation Agreement (if applicable)
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