How it works
A clear path from application to maturity
Every stage of the client journey is documented, reviewed and recorded. Here is exactly what to expect.
1. Application
Create your client profile with your legal name, contact details and country of residence. The application takes a few minutes and no funding is required to complete it.
2. Identity verification
We verify your identity in line with Canadian anti-money-laundering requirements. Your account status moves to active once verification is complete.
3. Funding your account
Fund your CAD account through our verified payment partner. Your available balance is credited only after settlement is confirmed by the payment processor — never before.
4. Selecting a mandate
Review the published minimum, term, projected return and payout structure of each plan, then allocate the amount you choose. Your allocation is recorded against a locked set of terms.
5. Monitoring performance
Your dashboard shows available balance, allocated capital, projected returns and every ledger entry. Statements can be generated for any date range and exported.
6. Maturity and withdrawal
At maturity, principal and return are posted to your available balance. Withdrawal requests are reviewed by our operations team, with fees and processing times published in advance.