Institutional investors
Institutional Investors are either onboarded through our distribution partners (banks) or directly. Either way, a standard AML and KYC process applies. Institutional investors who subscribed and invested, will receive login details to the investor-only section of CQR-Invest®. Alternatively, we can provide institutional investors with an API, linking CQR-Invest® directly to their own asset management software.
Individual investors
Individual investors will need to qualify as accredited investors under “Reg D”, unless an issuance is listed on an official stock exchange.
Directly on CQR-Invest®
You can directly verify your accreditation status, register, subscribe and invest via CQR-Invest®:
A few simple steps
Register
Tell us who you are, and if you wish, what you are interested in.
Verify
Accreditation verification by an independent provider — we receive the confirmation, not your documents.
Open an account
You open and fund an account with the processing bank; we don't see your account information.
Subscribe & invest
Read the issuance documentation, consult your advisers, then subscribe on CQR-Invest® or the bank's site.
Monitor
Full access to monitoring and analytics, including auditor-attestable CQR-AUP™ for the whole pool.
Through your wealth management service provider or platform
If your Wealth Management Service Provider or Platform has linked with CQR-Invest®, you may subscribe, invest and monitor the issuances and access all other features of CQR-Invest® through the website of your service provider. Ask your service provider or ask us to contact them on your behalf.