Once your business has been successfully onboarded to the Gather Being platform, you can begin the process of funding your account and initiating investment activity. Below are the key steps to follow.
1. Bank Details for Transfer
You will receive the bank account details required to transfer funds into your corporate account. These details will be sent to your Account Controller.
Please ensure that transfers are made from a bank account in the name of the onboarded business.
2. Unique Reference Code
We will issue a unique reference code specific to your business account. This code must be included in the payment reference when you initiate the transfer, and it helps us allocate your funds quickly and accurately.
Transfers made without the correct reference may be delayed or returned.
3. Trade Instructions
Once funds have been received, you must provide clear instructions to the Gather Being team indicating:
The amount to be invested
The allocation to investment product(s)
Gather Being will instruct the trade on your behalf and confirm the transaction once complete.
All instructions must come from the verified Account Controller.