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.

accountantexpand

1 Select "My SIs";

2 Find your client below;

3 Click '+' to expand list

4 Select "Accredit Client",

5 Now you can certify.

forgot 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

Watch video

Stay on top of the latest market news and investment deals.