Authorised professional counterparties may be directed to designated relationship and transaction workspaces.
Controlled access for active professional relationships.
Partner Access may be used for relationship records, transaction coordination, document requests or other collaboration appropriate to an authorised counterparty.
Access is invitation-only. Credentials do not confer investment rights, partnership status, client status, fiduciary rights or access to any public investment product.
External systems
Where DealCloud or another external system is used, that platform operates under its own security, privacy and contractual terms. Users should follow the access instructions supplied directly to them.
DealCloud
External secure environment for specifically authorised professional counterparties. Access credentials are issued directly and remain subject to the platform and relationship terms applicable to the user.
Access by invitation