The key facts at a glance:

• Simple and fast online KYC process
• Avoidance of incomplete or inconsistent documents
• Avoidance of correction rounds
• Easy export of the determined data
• DSGVO-compliant
• Secure storage and protected data transfer

In the past, adding investors to a fund was often a lengthy and cumbersome process for everyone involved. In future, they will be able to benefit from a significant simplification of the process thanks to the KYC online portal.

With its many years of experience in supporting onboarding processes, a team led by Berlin-based fund expert Dr. Stephan Schade has developed a functional legal tech tool for investors and fund managers, which is operated by P+ Training.

The cloud application is optimized for use on all end devices. The highest level of data security is guaranteed. Investors are only asked the questions that are relevant to them in a clear and greatly simplified process. The progressive project status and the next steps are always up-to-date and transparent.

This avoids incomplete or inconsistent documents as well as numerous rounds of corrections. The recorded data can be easily exported, which makes work even easier for both investors and fund managers.