Portal - Legal and Docs

On the portal, there is a menu option located on the left hand side called Legal and Docs that provides a list of all relevant documents that you have the choice to download and review or upload if/when required:

The documents that are displayed or stored differ, depending on who you are logged into the portal as, and what you need to use the portal for. There are two tabs underneath the Legals and Docs heading - My Structure and Investing Docs 

Which will both list all the documents that need to be:

1. Read, and you do so by downloading the document
   
2. Read, completed and returned, and you do so by downloading, completing and then uploading
   
3. Supplied, and you do so by uploading
   

My Structure

All documents relating to your structure / entity example company documents, trust documents etc.  So if an entity is a trust the structure documents are all the documents that are specific to the entity being a trust example "a trust deed".  Another example is all documents required to AML verify you.

Investing Docs

All documents related to investing in the platform. A finance company may have many products and also have products in different asset classes. The  investing documents are the documents that are required specifically for investing in a particular asset class and product. Example "an investor information memorandum". This document is specific to investing.

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