For Investors
Start 708-Certification once, route the accountant review properly, and keep the resulting certificate ready for future validation.
A cleaner request pathway, without turning email into the compliance record.
708C is built to reduce repeat friction between the investor, accountant, and relying party. The platform routes, stores, and validates the record. The accountant remains responsible for the certification opinion.
Request once
Complete a guided intake, choose the relevant entity path, nominate the certifying accountant, and upload the supporting evidence required for review.
Store privately
Your certificate and supporting record stay in a controlled vault rather than being repeatedly chased, forwarded, and re-filed by email.
Validate when needed
Investment managers, trustees, responsible entities, and counterparties can verify live certificate status when reliance is required.
| Topic | Investor position |
|---|---|
| First request | No card is required to begin the first certificate request pathway. |
| Certification opinion | Your qualified accountant remains responsible for assessing and certifying your wholesale investor status. |
| Continuity | Certificate status, issue date, expiry date, and renewal continuity are retained in one controlled pathway. |
| Advice boundary | 708C does not provide financial product advice, recommend investments, or determine investor suitability. |