Compliance Flow for User Subscriptions

Onboarding with CVL & Enabling KYC Check from Publisher Profile
Overview  This article guides SEBI-registered Research Analysts and Investment Advisors through the onboarding process with CDSL Ventures (CVL) to access K...
Tue, 7 Jan, 2025 at 7:10 PM
Onboarding with KRAs & Enabling KYC check from Publisher Profile
Introduction This article provides a comprehensive guide to the onboarding process with NDML (Section 1) and CVL KRA (Section 2). Please follow each step c...
Wed, 8 Jan, 2025 at 6:38 PM
smallcase Publisher & NDML Integration overview
TABLE OF CONTENTS Overview Context How will it work? KYC status inquiry in Subscription flow KYC documents request for the clients Overvie...
Thu, 28 Jul, 2022 at 2:10 PM
KYC Check & Documents Download Workflow
The below article explains the workflow after you enable KYC status check and KYC documents download for your account from the Publisher platform. TABLE...
Fri, 22 Jul, 2022 at 2:47 PM
Investor Charter and Complaints Data
TABLE OF CONTENTS Introduction Investor Charter Complaints Data Introduction SEBI has mandated certain changes for showcasing investor comp...
Thu, 28 Jul, 2022 at 2:11 PM
Adding SAC Code to User Invoices
TABLE OF CONTENTS Overview How to add SAC Code? Where will the SAC Code appear on the User Invoice? Overview As per this circular stating that fro...
Wed, 18 Jan, 2023 at 10:23 AM