01 — Get started
Onboarding Checklist
7-slide pre-transaction checklist: partner-side readiness (ARN, NISM, EUIN, AMCs, exchange, GST), client-side readiness (folio, KYC, nominee, mandate, suitability), the seven disclosures, marketing collateral, first-week monitoring. Generic PDF here; partners can generate a co-branded version from the partner dashboard.
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Download Onboarding Checklist
Add your sender details and we’ll place them in a polished footer strip across the PDF. If you want the Friday Brief and the rest of the toolkit too, grab the full bundle.