08 SEP 2023

Onboard clients in just 30 minutes with our new online application system

We are pleased to announce the launch of our new online application system, where advisers will be able to onboard new clients - and have those applications verified and accepted - in as little as 30 minutes.

The online system is unique in the international platform space in that it is a straight through, end-to-end fully online process. Everything can be submitted online. This includes client identity and verification of residential address (VORA) evidence. Client ID is captured and securely submitted to the ID-Pal portal, where it is subjected to rigorous biometric, document and database checks before the client ID is verified.
 
Client risk assessment is also automated. Wet signatures are not needed; digital signatures can be used and accepted via DocuSign.

Advisers can complete and securely submit a new application online 24/7 from anywhere in the world.
 
Millenium Investment Chief Executive Officer Sarah Dunnage said: “We believe our online application system is a real game-changer for advisers. The system is intuitive, secure and will help advisers save time in onboarding new customers.
 
“If the application is a standard risk case, it can be accepted and issued instantly by us, with no human intervention or need for the Millenium Investment office even to be open at that time.”
 
>Watch this video to learn about the new system.
 
>Watch this video to learn how to use the new system.
 
Adviser firms are currently being set up to use the system. Once set up to use the system, simply log onto our Platform and follow the Client Onboarding link.