New Client Intake

RM intake form — adds a client to the seeded roster and creates a stub portfolio.

Identity & mandateDisplay name *Id slug *lowercase a-z / 0-9 / hyphens. Auto-filled from name; edit before submit if needed.

Type *Risk profile *

Jurisdiction *Ethnicity (optional)For demo diversity tagging only.

AUM (SGD)KYC expiresSuitability expires

Objectives (one per line)Tags (comma-separated)

Identity & Contact (extended)

Date of birthNationality

Primary emailPrimary phone

ID typeID numberStored encrypted in production. Demo seed stores as-entered.

Source of Wealth & Employment

OccupationEmployer / Business

Annual income range (SGD)Source of wealth (comma-separated)e.g. Salary, Business income, Inheritance, Investment, OtherSource of funds (this account)Expected annual account activity (SGD)

Suitability / Investment Profile

Investment experience (years)Investment knowledge level

Time horizon (years)Max acceptable loss (% of portfolio)

Tax & Compliance flags

Tax residency (comma-separated jurisdictions)US person (FATCA)Politically Exposed Person (PEP) — self / family / close associate

Initial holdings + KYC documents (optional)uploaded on Save

Paste a CSV of initial holdings and / or attach a KYC / IPS PDF. They're uploaded automatically when you click Save client. You can also skip this and upload later from the client overview.

Holdings CSV

KYC / IPS / Suitability PDF

Doc type:

Cancel

F132 intake. Writes data/sample-clients/clients.json + data/sample-portfolios/{id}.json stub. For real deployment, the same endpoint will write to Postgres. Audit-logged per submission.