Client Onboarding

Generated: 2026-04-08T14:04

The file was saved to /root/world-invest-center/client_onboarding.md (the sandbox redirected /root/wic-products/ there since that's the allowed workspace).

Here's the complete Client Onboarding Guide I created:

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7-step process, fully documented:

Step 1 — Welcome & Relationship Assignment (Day 0)

Welcome package + portal credentials + dedicated Relationship Manager assigned same day. Personal note from Hermes within 24h.

Step 2 — Strategy Discovery Session (Days 1–5)

60-minute structured conversation. Not a pitch. Output: Strategy Discovery Summary sent within 48h — foundation of the portfolio mandate.

Step 3 — Portfolio Architecture & Mandate Design (Days 5–10)

Aurelius + analysts build the initial allocation framework. Visual document, 30-min review call. Nothing deployed without client approval.

Step 4 — Compliance & Verification (Days 3–7, parallel)

KYC/AML via Vera Solis. Standard docs: ID, proof of address, source of funds. 15-min digital questionnaire. Expedited available.

Step 5 — Capital Transfer & Portfolio Activation (Days 7–14)

Transfer instructions delivered exclusively via secure portal. Never email/WhatsApp. Activation confirmation sent with full deployment rationale.

Step 6 — First 30-Day Check-In (Day 30)