Path: "Investments" > Investment Selection
Classification by the platform
On the investment page in "go," you can carry out the classification as a semi-professional investor for your investors. This is particularly advantageous if you want to enjoy the benefits of a digital solution while maintaining personal contact with your investors.
The process allows you to continue using your existing forms and classification documents and upload them to "go" to perform the classification.
Uploading Classification Documents
After successful subscription to the special fund, the investment is in the "classification required" status. To perform the classification, you must first upload the previously completed classification documents in paper form.
To do this, click on the table entry for the investment to access the individual view of the investment.Among the actions available for this investment, you will see the button 'Classify as semi-professional.' Please click on it.
On a new page, a dialog will open where you can upload the classification documents. You can either select and upload them through the file browser or drag and drop them onto the upload field.After uploading, you will receive a small preview of all the selected documents. Confirm these by clicking the 'Upload' button.
You will then be redirected back to the investment page. The investment is now in the 'Classification in progress' status.
In this status, a new button and additional options for classification will be available to you.
Classification by Investors
Alternatively, your investors have the option to independently conduct and determine their classification. This is particularly helpful when personal discussions have not taken place beforehand, or the classification documents are not available in analog form.
After a successful subscription to the special fund through the investment portal, investors can proceed directly to the classification process on the respective investment page. The following information is required for this:
- Investment goal and horizon
- Professional experience
- Investment experience
- Risk tolerance
- Financial situation
- Signed risk declaration
Once the investor has completed these details, they will see the investment in the status "Classification in progress" in their go-access.
At this point, you have the opportunity to review the information.
To do this, click on the "Semi-professional Classification" and "Review Classification" buttons under investment actions.A new page will open, where all the information is presented for your review.
Confirm Classification:
If the investor's information demonstrates sufficient experience for classification, select "Confirm Classification." Confirming the classification will move the investment to the next status specified in the issuance settings, either "Under Review" or "Waiting for Deposit." The classification is successfully completed by clicking this button.
Reject Classification:
If the investor's information does not demonstrate sufficient experience for classification, select "Reject Classification." Rejecting the classification will move the investment to the "Classification Rejected" status.
In case of a wrong decision or the need for correction, you can use the "Undo Rejection" button to move the investment back to the "Classification in Progress" status, allowing you to review and accept it again.