Introduction
Welcome to LGT Capital Partners. This guide is designed to assist our valued clients in smoothly navigating the onboarding process for alternative investment products. We understand the importance of a secure and compliant onboarding journey, setting the foundation for a successful partnership and portfolio management experience.
Account Setup
To begin your onboarding, you will need to set up your client profile with us. This includes providing necessary registration details and submitting required documentation. Our team will guide you through compliance checks, including Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures, to ensure regulatory standards are met.
- Complete and submit the client information form provided by your relationship manager.
- Upload all required identification and compliance documents securely.
- Undergo necessary KYC and AML verification processes with timely follow-up as requested.
- Confirm account setup with your dedicated relationship manager for portfolio initiation.
Initial Login and Client Portal Access
Upon successful account setup, you will receive login credentials for our secure client portal. This portal provides real-time status updates on your onboarding progress and access to comprehensive onboarding materials to guide you through each step.
Overview of Our Alternative Investment Products
LGT Capital Partners specializes in alternative investing solutions tailored to institutional investors and high-net-worth individuals. Our product suite includes diversified portfolios managed with a focus on risk management, compliance, and delivering long-term value aligned with your investment goals.
Navigating the Onboarding Interface
The client portal is designed for intuitive navigation, enabling you to securely upload documents, track approvals, and communicate directly with your relationship manager. Key sections include Document Upload, Compliance Status, Portfolio Overview, and Support.
Key Onboarding Features
Personalized Relationship Management
Each client is supported by a dedicated relationship manager who provides tailored assistance throughout the onboarding, answering questions and facilitating compliance procedures to ensure a seamless process.
Real-Time Status Updates
Monitor your onboarding progress with up-to-date status indicators, keeping you informed at every stage to reduce uncertainty and improve transparency.
Step-by-Step Onboarding Materials
Access comprehensive guides, checklists, and FAQs within the client portal to assist you in completing necessary steps efficiently and correctly.
Personalizing Preferences
Customize your communication preferences and account notifications through the client portal to ensure you receive updates in a manner that best suits your needs.
Help Center and FAQs
For common questions and additional support materials, visit the Help Center accessible via the client portal. Here you'll find detailed FAQs and resources relevant to onboarding and investment management.
Contact Support
If you require further assistance, please contact your dedicated relationship manager or reach out to our support team through the client portal’s contact feature. We are committed to providing responsive and confidential support throughout your onboarding journey.
Additional Resources
Explore additional materials such as video tutorials, compliance checklists, and investment strategy guides available on the client portal to deepen your understanding and engagement with our services.
Conclusion
Thank you for choosing LGT Capital Partners as your trusted partner in alternative investment management. We are dedicated to ensuring your onboarding experience is smooth, transparent, and compliant, laying the groundwork for a successful investment journey. Please do not hesitate to reach out with any questions or feedback as you explore our products and services.
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