CAPITAL
BLUEPRINT
Secure client workspace
Investor action required
Complete your confidential due diligence request
Aurelius Family Settlement · Northstar Private Opportunities SCSp. Information is shared directly with the authorised onboarding and compliance team.
Request progress2 of 4 complete
Confirm identity details
Review the pre-populated client master data.
Completed
Confirm trust and control roles
Validate settlor, trustee, protector and beneficiary information.
Completed
3
Provide source of wealth narrative
Explain the principal origin of accumulated wealth.
4
Upload source of funds evidence
Provide evidence supporting the current investment amount.
Secure document upload
Files are presented as direct secure uploads to the configured document repository.
Message your onboarding team
Private by design
Only authorised client and compliance roles can access the request.
Guided evidence
Conditional tasks reduce repeated document requests.
Controlled sharing
Sensitive evidence remains in the configured document repository.