Professional Investor Application – Investment Cap Management
This guide will walk you through the process of applying for Professional Investor status on the WeProperties platform, enabling you to manage your investment cap and access limitless investment opportunities.
- Step 1: Navigate to the "Manage Your Investment Cap" Section
- Log in to Your Account:
- Access: Visit www.we.properties and log in using your credentials.
- Verification: Ensure your account is verified (KYC approved).
- Access the Dashboard:
- Navigation: On the left menu, click "Manage Your Investment Cap" under the profile settings.
- Log in to Your Account:
- Step 2: Begin the Professional Investor Application
- Click "Apply Now":
- Locate Banner: Locate the "Invest Without Limits" banner on the page.
- Start Application: Click the "Apply Now" button to start your application.
- Understand the Requirements:
- Review Criteria: Review the eligibility criteria for becoming a Professional Investor, including financial qualifications and experience.
- Click "Apply Now":
- Step 3: Complete the Application Form
- Net Assets Declaration:
- Answer Question: "Do you have Net Assets amounting to at least USD 1 million excluding the value of primary residence?"
- Upload Documents: Upload supporting documents such as:
- Bank statements.
- Investment portfolio summaries.
- Valuation certificates.
- Document Validity: Ensure documents are not older than 6 months.
- Understanding of Financial Markets:
- Experience Indication: Indicate whether you possess sufficient experience and understanding of financial markets.
- Selection: Check "Yes" or "No" based on your expertise.
- Investment Experience:
- Previous Activities: Respond to questions about your previous investment activities, such as:
- Have you invested in stocks or bonds?
- Have you invested in real estate or similar financial assets?
- Supporting Documents: Upload any supporting documents, such as:
- Employment history in finance.
- Investment records or certifications.
- Previous Activities: Respond to questions about your previous investment activities, such as:
- Net Assets Declaration:
- Step 4: Upload Required Documentation
- Upload All Necessary Files:
- File Requirements: Ensure all files meet platform requirements:
- Valid formats (e.g., PDF, JPEG).
- Clear and legible scans.
- File Requirements: Ensure all files meet platform requirements:
- Agree to Terms:
- Confirmation: Check the box stating, "I attest that all details provided are accurate" & Click Submit.
- Upload All Necessary Files:
Can't find what you're looking for?
Drop us a message and our team will reach out to you.