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Troubleshooting

General Help

  • Update your Qualified Professional Details
  • Editing an Entity/Client Profile
  • Information and Compliance Requirements for Investment (by entity type)
  • Creating your Connexian Account
  • Managing your Account Settings

FAQs

  • FAQ's: Signing via an Email Link
  • When a signatory doesn't receive an email inviting them to sign
  • When a user can't see the task they have been invited to complete
  • What to do when a compliance document is required to be uploaded by an Accountant, but the email address provided is incorrect
  • How to Continue/Resume an In-Progress Application
  • What to do when an error has been made on the application form

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Abbrieviations

  • Commonly used abbreviations