ARBITRIUM
Investor Management System
Sales Dashboard
CertificateInvestorContact PrincipalCouponIssuedMaturityStatus

Portal login

Gives this introducer access to the Introducer Portal at /introducers. They can see their own introductions and pipeline — never the CRM.
Commission visibility is enforced on the server, not just hidden in their browser.

New introducer

PNG or JPG — shown next to their name on the cards.

File invoice against an investor

A copy is written to that investor's documents as a Commission invoice and appears in Documents under Investors. The original stays with the introducer, and deleting one does not touch the other.

Send the welcome pack to the introducer

Bond notes

Define reusable notes (e.g. Note 8 at 13%). When you add a bond you pick a note and the rate, term and frequency fill in automatically. Existing bonds are never changed.
Add a note

Your profile

Your email is used to sign in. Your name and picture appear in the top bar and the Users list.

Edit user

To change this person’s password, use “Reset password” in the list.

Prepare reinvestment

Bond:
Minimum reinvestment £1,000 (or currency equivalent). This generates a pre-filled election and opens the e-signature flow. The actual send requires the e-signature integration to be live.

Send for signature

Upload the agreement PDF (Word → Save as PDF is fine). You'll then place the signature/date fields and send.
Signature requests

New facility

Borrower
PNG or JPG — shown next to the borrower name.
Facility terms

Add investor

Holder
Art 50 only — signed by the FCA-authorised person. Valid 36 months.
Art 48, 50 and 50A. Valid 12 months.
Registered address
Payment details (for coupon payments)

Investor

Bond holdings
Documents & KYC

Coupon schedule

Upload document

Files are stored on the server and linked to this investor record. Keep original passports/IDs and bank letters here rather than in the browser.

Add subscription

Pick a note to fill the rate, term and frequency (or choose custom).
Auto-generated — editable.

Email

Before switching email on
Checking…
Configuration
Checking…
Send one test message
Goes nowhere near a client. This is the safe way to prove delivery works before anything real depends on it.

Issuer details

These appear on every bond certificate. Fill in the blanks once and they carry across.
The date of the executed bond instrument the certificate refers to.
Conditions endorsed on the certificate
One condition per line — they are numbered automatically, so you can re-order or insert one without renumbering the rest. This is legal wording: have it checked against the executed bond instrument. Changes apply to certificates issued from then on; certificates already issued are unaffected.
Receiving bank account
The account clients are asked to pay into. These appear in the email sent when a client's AML check passes, so check them carefully — and change them here rather than anywhere else.
Sales targets

Rename document

The title is what everyone sees — here and, if it's shared, in the introducer portal. The file itself is untouched.

Import from application form

Upload a completed application form (PDF or a clear photo). We'll read it and pre-fill the details for you to check. Nothing is saved until you press Create.

Certify from documents on file

Runs the identity, address and AML checks against the documents already attached to this application, instead of waiting for the client to complete a link. Use it when the client cannot do it themselves.
Printed-copy screening is waived
A certified copy is a printed copy, and Didit always declines those. This check therefore turns that screening off — so nothing at their end can tell a certified copy from a photograph of a screen. The certification is the control, which is why it is named and recorded against the client.