ROYC in Motion: January 2025

ISSUE
#01
January 31, 2025

Going Global, Connecting LP Residency with Approved Marketing Rights

We’ve just made it easier for you to access global opportunities. Now, you can select any country from the residency dropdown — no more restrictions on where the LP is from. Here’s the best part: Opportunities will only be displayed based on the approved residencies list. If the LPs residency is not yet approved for marketing rights, those opportunities will simply be hidden, ensuring the LP only see what’s available for that specific country. This update brings even more flexibility, regulatory adherence, while still ensuring a tailored customer experience.

Digital Verification for All Jurisdictions

We’re now support digital verification for all jurisdictions. This means no matter where you're located, LPs and Investors can now complete the verification process digitally, ensuring a smoother and faster experience. Say goodbye to tedious paperwork and hello to a streamlined, secure process.

With digital verification in place for every jurisdiction, we’re making it easier than ever to access investment opportunities — securely, efficiently, and without borders.

Improved White-Labelled Communication

We’ve made key improvements to our white-labelling features for our partners. You can now offer customised support emails and white-labelled communication to create a more tailored experience for your clients. Additionally, we’ve included educational videos to provide guidance on how to use the platform and enhance the investing experience. These updates make it easier for you to deliver personalised, seamless support while helping users get the most out of the platform.

Smart Document Guidance for CDD Compliance

Simplify investor onboarding with our latest enhancement. When setting up an investor account, the required KYC & AML documentation will now be automatically tailored based on the selected industry for the source of funds. This ensures greater accuracy, compliance, and efficiency, eliminating guesswork and streamlining the due diligence process.

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