CoInvestor | Adviser help centre

Getting started as an adviser
Getting started as a paraplanner
Making an investment
Client and user management
Document storage

Getting started as an adviser

Initial sign in and setup

The details provided at this stage enable us to map more information to the application form.

Select ‘Firm details’ from the navigation bar at the top of the page
Input general company information e.g. telephone, FCA number, address etc.
Go to the ‘Personal details’ tab
Input personal information e.g. telephone number, Individual FCA number etc.

Adding a client

This is an essential step to making an investment and to starting the anti-money laundering (AML) process. Learn more here.

Locate the ‘Clients’ button within the top navigation bar
Click the ‘Add client’ button, on the right side of the page
Input details into the following mandatory fields: Full name, NI number, current address, date of birth

Adding a client and generating a certificate of verification of identity (COVI)

Adding a client is an essential step to making an investment. Generating a COVI is an alternative method to the (AML) process for checking the identity of a client.

Locate the ‘Clients’ button within the top navigation bar
Click the ‘Add client’ button, which is on the right of the page
Input details into the following mandatory fields: full name, NI number, current address, date of birth
Untick the 'Check automatically' tickbox, then press the 'Generate' button
To download the COVI as a PDF, select 'Review document'

Getting started as a paraplanner

Initial sign in and setup

The details provided at this stage enable us to map more information to the application form.

Go to ‘Firm details’ from the navigation bar at the top of the page
Input general company information e.g. telephone, FCA number, address etc.
Go to the ‘Personal details’ tab
Input personal information e.g. telephone number, Individual FCA number etc.

Adding an adviser

Linking your profile to an adviser’s profile allows you to make investments on their behalf. This is also a simple and effective way of inviting other colleagues to use the platform.

Locate the ‘Advisers’ button within the top navigation bar
Click the ‘Add adviser’ button, on the right side of the page
Input: Full name and email address

Adding a client to an adviser

This step will link the client to the assigned adviser, rather than to yourself. As long as you are an assistant to this adviser, you can make investments for their clients on their behalf.

Go to ‘Advisers’
Select an adviser
Select the ‘Clients’ tab within adviser profile
Click the ‘Add client’ button on right-hand side of page
Input details: Full name, NI number, current address, date of birth (all fields are mandatory)

Set an adviser's Registered Investor (RI) status

Go to the ‘Advisers’ page
Select a user
Click on the ‘Personal details’ tab
Use the toggle to set 'Registered individual' status on (green) off (neutral)

Making an investment

Making an investment as an adviser

Make an investment as a paraplanner

Select ‘Open opportunities’ from the navigation bar
Choose an investment opportunity
Click 'Apply now'
Select a client
If you are a paraplanner, select an adviser
Input the investment amount and if applicable, calculate the fees

Investor details
Inputting the client’s personal data and tax details enables our platform to create more complete mappings for applications. This data is also used to run efficient AML checks, learn more here.

Application form
The platform maps key details for each opportunity to the corresponding application form. Therefore, all required information within the application form is specific to the opportunity.

Review investment
Take the time to read the information memorandum and to also review and agree to the terms and conditions of the opportunity here.

Complete application
In order to confirm the application, please review the custodian details.

HelloSign
To complete the application process via the HelloSign integration, click get stated to review all fields. Select continue and 'I agree'. Unless you have selected to sign digitally earlier on in the application process, at this point you are only agreeing that you have completed this part of the application process.

Outcome
Once the application has been generated, you will receive an email informing you that the application is ready to download in PDF form. The document will also be accessible via the ‘Clients documents’ tab in the main navigation.

Review application documents

Go to ‘Client documents’ in the main navigation
Locate the client whose documents you want to review using the search or filter systems
Once you have selected the document, it will automatically download to your device for review

Client and user management

Adding a client

This is an essential step to making an investment and to starting the anti-money laundering (AML) process. Learn more here.

Locate the ‘Clients’ button within the top navigation bar
Click the ‘Add client’ button, which is on the right of the page
Input details into the following mandatory fields: full name, NI number, current address, date of birth

Adding a client and generating a certificate of verification of identity (COVI)

Adding a client is an essential step to making an investment. Generating a COVI is an alternative method to the (AML) process for checking the identity of a client.

Locate the ‘Clients’ button within the top navigation bar
Click the ‘Add client’ button, which is on the right of the page
Input details into the following mandatory fields: full name, NI number, current address, date of birth
Untick the 'Check automatically' tickbox, then press the 'Generate' button
To download the COVI as a PDF, select 'review document'

Generating a certificate of verification of identity (COVI)

This is an essential step to making an investment and to starting the anti-money laundering (AML) process. Learn more here.

Select the ‘Clients’ button within the main navigation bar
Choose a client
Go to the 'ALM/KYC' tab
Input details into the following mandatory fields: full name, NI number, current address, date of birth

Adding an adviser

Linking your profile to an adviser’s profile allows you to make investments on their behalf. This is also a simple and effective way of inviting other colleagues to use the platform.

Locate the ‘Advisers’ button within the top navigation bar
Click the ‘Add user’ button, on the right side of the page
Input: Full name and email address

Adding a client to an adviser

This step will link the client to the assigned adviser, rather than to yourself. As long as you are an assistant to this adviser, you can make investments for their clients on their behalf.

select ‘Advisers’ via the main navigation
Go to the ‘Clients’ tab within the adviser profile
Click 'add client' on the right side of the page
Input details into the following mandatory fields: full name, NI number, current address, date of birth

Adding an adviser to a client

The adviser must already exist on the platform to appear in the dropdown list. For help on adding a new adviser, please refer to the ‘Adding an adviser’ video above.

Go to ‘Clients’ within the top navigation
Select a client
Within the client profile, select 'Advisers'
Click on the 'Add adviser' button on the right side of the page
Select add user from the dropdown

Document storage

Review application documents

Go to ‘Client documents’ in the main navigation
Locate the client whose documents you want to review using the search or filter systems
Once you have selected the document, it will automatically download to your device for review

Help centre.

Getting started as an adviser

Initial sign in and setup

Adding a client

Adding a client and generating a certificate of verification of identity (COVI)

Getting started as a paraplanner

Initial sign in and setup

Adding an adviser

Adding a client to an adviser

Set an adviser's Registered Investor (RI) status

Making an investment

Making an investment as an adviser

Make an investment as a paraplanner

Review application documents

Client and user management

Adding a client

Adding a client and generating a certificate of verification of identity (COVI)

Generating a certificate of verification of identity (COVI)

Adding an adviser

Adding a client to an adviser

Adding an adviser to a client

Document storage

Review application documents

Need more support?