📄️ Agency Request
An agency relationship is a relationship between two entities, a principal and an agent, where the principal gives the agent legal permission to request trades on its behalf.
📄️ Configuring Agency Requests
Configuring Agency Onboarding and Trade Requests
📄️ Agency Bulk Upload
Overview
📄️ KYC Reliance
In Agency related journeys, the Investment Manager (Agent) is usually the client and the Funds (Underlying Principals) they manage are not typically onboarded with the same level of due diligence. KYC Reliance allows you to determine when it is appropriate to rely on the Investment Manager's own due diligence for the funds they manage, reducing the need to collect extensive information.