Accountant FAQ

Common questions asked by accountants

Your client has asked you to use Cygura to electronically certify
their status as a Wholesale and Sophisticated Investor.

I'm not registered with Cygura

1.
Click on the link in your email from Cygura

2 .Complete brief online registration

3. Select your client, and from the dropdown box, select ‘Accredit Client’

4. Make your electronic declaration & click ‘Accredit'

Your client is now certified & can make investments
How do I electronically certify my client as Wholesale and Sophisticated?

1.
Log in to Cygura

2. Select your client, & from the dropdown box, select ‘Accredit Client’

3. Now make your electronic declaration & click ‘Accredit’

Your client is now certified & can make investments
My Clients share an email address

1.
 Select your client, & from the dropdown box, select ‘Add Entity’

2. Add their associated person’s details, press ‘Save’

3. Then select your client again, & ‘Accredit Client’ from the dropdown list

4. Now make your electronic declaration, & click ‘Accredit’

Your client is now certified & can make investments
My clients need other entities certified
1. Select your client, & from the dropdown box, select ‘Add Entity’

2. Add their associated or controlled entity’s details

3. Then select your client again, & ‘Accredit Client’ from the dropdown list

4. Now make your electronic declaration, & click ‘Accredit’

Your client is now certified & can make investments
I have other clients wanting to be certified

1.
Click on ‘Add new SI’

2. Complete basic information – Full Name, Email, & ‘Save’

3. They are now in your Pending SIs tab. Cygura will contact them to complete registration

4. Once they complete, they are Registered,

5. Now you can certify.
I can't see my client's other entities?
1. Select "My SIs";

2. Find your client below;

3. Click '+' to expand list

4. Select "Accredit Client",

5. Now you can certify.
I have forgotten my password or login details

1.
Go to Cygura log in page and select "Forgot Password?"

2. Enter your email & click Next

3. Answer security question & click Next

4. Check your email for new details
You now have your details

The following short video should also help

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