# Investor Standard Process

#### **Account Opening and Compliance**

Registration → KYC/AML → Suitability and jurisdiction verification → Account opening;

#### **Funding and Subscription**

Deposit funds (USDT) → Select product → Confirm disclosure documents and fees → Subscribe;

#### **Holding and Trading**

&#x20;View holdings, NAV/POR, fees, and restrictions via App/PC; conduct secondary transfers following compliance rules;

#### **Redemption and Settlement**

Submit redemption per product rules → Settlement and fund withdrawal (T+N as specified in product documents);

#### **Reporting and Disclosure**

Download NAV, POR, audit summaries, and significant announcements from the “Disclosure Center.”


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cyclex.cc/investor-standard-process.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
