Part 1: You will receive general information about the client.​

​

Part 2: You will chat with the client asking questions to better understand their broad set of goals​

​

Part 3: When ready, click on KYC completed button to complete a short assessment​

​

Part 4: Explore investment product available for you to recommend​

​

Part 5: Chat with the client to explain your investment recommendation and answer their questions. ​

​

When all the questions are answered, click submit the proposal button. You will receive client’s response along with feedback on your conversation within 48 hours.​