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CLIENT ON-BOARDING PROCESS

ACCOUNT OPENING PROCESS - 21 Business Days

Execution Platform: Purchase & Redemption

Current Account: All assets purchased from this account.

Strategic Partners

YOU

SAMPLE PURCHASE TRANSACTION – 4 Business Days

Personal Savings Bank

Account

AMC

Investments under Client’s name

Mutual Fund HousesClient

Approval Request

If Approved

iFast account under Client’s name

Current account under Client’s

name

Request: Email/Phone Call

Investment Advice

Initiate Payment

Execution Partners

SAMPLE SELL TRANSACTION – 3 Business Days

Personal Savings Bank

Account

AMC

Investments under Client’s name

Execution Partners Mutual Fund HousesClient

Approval Request

If Approved

iFast account under Client’s name

Current account under Client’s

name

Request: Email/Phone Call