Common questions asked by accountants

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

Not reg

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 to electronically certify

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

clients share email

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

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

add other clients

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.

The following short video should also help

Watch video

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