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Step 1
- 11 September 2025
- Posted by: synterna
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No CommentsClient engages with a member of the team to meet and discuss requirements.
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Step 2
- 11 September 2025
- Posted by: synterna
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Once client goals are discussed, sign up paperwork is issued specific for the client.
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Step 3
- 11 September 2025
- Posted by: synterna
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Once paperwork and client ID is filed, a private financial agreement is submitted.
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Step 4
- 11 September 2025
- Posted by: synterna
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When the private financial agreement is completed client sends funds to Limited company account.
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Step 5
- 15 September 2025
- Posted by: synterna
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Client funds are placed into the trade, and the client receives fixed quarterly payments throughout the twelve-month contract.