<aside> 💡 Customers can purchase notes after sign up an account on https://fig.investments, pass our KYC and AML screening, and fund their account prior to making a trade.
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After account is opened, KYCed, and funded, customer would be able to make a trade.
Customer or their advisor go through the Thesis Builder to customize a principal hedged note.
After a note is built through Thesis Builder, the note’s specifications are displayed:
A note specification page. It displays the note’s payout structure, ROI, APY, terms, maturity date, and synthetic composition.
To buy the note, click on the “Trade” button on top right:
After clicking “Trade” and click on “Buy”, the order ticket and the Indicative Term Sheet will appear:
The indicative term sheet
After double checking the note’s specifications and agreeing to the terms and conditions, the customer may click “Place Order”. Then the customer will be sent an OTP code via email to confirm their trade.
Fill in the code sent to customer’s email
After confirming the order, Fig Investments will have 30 minutes during the Canadian business hours to fulfill the trades associated with the note at the indicated terms (or better) or kill the order.
Indicative term sheet subject to fulfillment within 30 minutes after order confirmation during Canadian business hours.
Customers can track the status of their order and their existing notes via “Portfolio” tab.
On the Portfolio tab, customer can track all their existing notes and pending orders. When an order is pending fulfillment, it will have a status of Created. Upon successful fulfillment, the status of the order will change to Success. If the order fulfillment is not successful, then the status will change to Cancelled and the funds will be credited back to customer account.
Pending orders are displayed at the bottom of “Portfolio” page.