How we work
What you see in the Credentis Global portal
A tour of the portal from your side: the home screen, your file's five stages, folders and slots for documents, review by page, requests and one thread.
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How we work · 6 articles
Our own process, from document review to the regulator’s questions after filing.
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How we work
How we handle a regulator's query
A regulator's question gets an answer to that question: read closely, drafted by us, checked by you, sent from your own account and tracked until it closes.
How we work
What happens after your file is filed
You press submit in your own regulator account. Then what? The stages after filing, what the regulator does at each, and what each of us does.
How we work
Who answers when you write to us
One case specialist reads your file, builds it and replies to you. How email, the one call and the portal thread fit together, and what to send first.
How we work
How to read a regulator's document checklist
Passport, degree, transcripts, good-standing letters, name changes and certified copies: what each is for, and why files get sent back.
How we work
How our document review works
What we read first, what we read it against, and what you learn before anything is filed: the fit check, then a page-by-page review of every document.