This course is for you to be more comfortable and autonomous with Winfund, in regards to opening and maintaining accounts, trading and related procedures and good practices.
Covering client name and nominee accounts, learn how you can save processing time and take charge of your client’s accounts. Learn what you need to know about the first steps of opening an account, entering banking info and pre-authorized contributions to placing transactions and following up on it. Learn about our operational procedures and documents management workflows.
