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Waiting for a decision
Accept to change the record, or decline with a reason. You can’t decide on something you proposed yourself.
Which client?
Start typing the client’s name. If it isn’t a client yet, propose it as a new one.
Propose a new client
An admin reviews it and adds it to the client list. Grove client codes are issued separately, when the client signs.
Kept by Grove. A correction goes to an admin before it changes anything.
From the regulator
Taken from SEDAR+ and refreshed from there. If something looks wrong, flag it.
Set when the client signed
Decided at signing. If something looks wrong, flag it.
Directors, officers and contacts at this client. Names, positions and business contact details only; each person completes their own personal details in the Grove Portal.