In the Pre-Live Certification checklist it specifies a returns process, can we get more detail around what is expected?
We would like to know how you are planning on handling a situation where an investor wants a return of their funds (refund).
We would like to know how you are planning on handling a situation where an investor wants a return of their funds (refund). If you are handling this through the API in any way, we will want to see that. If you are handling this process manually, then there we will not need to see anything further.