Knowledge hub
Generate Advice
Generate Advice!
Explore generating advices effortlessly. Learn how to navigate the process, choose advice types, set periods, and review terms and conditions. Follow our detailed guide for seamless financial advice issuance.
Generate Balance Advice
1/10
Tap on "Hub" located at the bottom of the main screen
A list of options will appear.
2/10
Select "Generate Advice" from the list
Tap on "Get started" to be directed to the "Advice Type" screen.
3/10
Choose "Balance Advice" from the list
You will be directed to the "Advice Purpose" screen.
4/10
Specify the Advice Purpose
Choose a purpose from the list of options. You will then be directed to the "Concerned party" screen.
5/10
Enter the name of the relevant party
Once you fill in the party's name to whom you want to send the advice, tap on "Continue". You will then be directed to select the accounts you want to include in the advice.
6/10
Choose the relevant Account(s)
Select the Account(s) you want to include. You will then be directed to the "Advice date" screen.
7/10
Specify the Advice date
Choose the date for your Advice and tap on "Continue". You will then be directed to the "Terms and Conditions" screen.
8/10
Carefully review the Terms and Conditions
After reviewing them, tap on "Agree". You will then be directed to the review screen.
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Review the details of your certificate
After reviewing the details, tap on "Continue" to proceed.
10/10
Your request was Completed successfully
You will be able to download, share, or copy the link of the issued certificate.
Generate Bank Dealing Advice
1/8
Tap on "Hub" located at the bottom of the main screen
A list of options will appear.
2/8
Select "Generate Advice" from the list
Tap on "Get started" to be directed to the "Advice Type" screen.
3/8
Choose "Bank Dealing Advice" from the list
You will be directed to the "Advice Purpose" screen.
4/8
Specify the "Advice Purpose"
Choose a purpose from the list of options. You will then be directed to the "Concerned party" screen.
5/8
Enter the name of the relevant party
Once you fill in the party's name to whom you want to send the advice, tap on "Continue". You will then be directed to the “Terms and Conditions” screen.
6/8
Carefully review the "Terms and Conditions"
After reviewing them, tap on "Agree". You will then be directed to the review screen.
7/8
Review the details of your Certificate
After reviewing the details, tap on "Continue" to proceed.
8/8
Your request was Completed successfully
You will be able to download, share, or copy the link of the issued certificate.
Generate Commission and Debit Interest
1/10
Tap on “Hub” located on the bar at the bottom of the main screen
You will then see a menu with a list of options.
2/10
Choose “Generate Advice” from the list
You will then be directed to the guide screen.Tap “Get started.”
3/10
Choose the Advice Type
Select “Commission and Debit Interest” option from the list. You will be redirected to the advice purpose screen.
4/10
Choose the Advice Purpose
Select either tax clearance, or personal use or auditing purpose and you will be redirected to the concerned party screen.
5/10
Fill the Concerned party name
Enter the name of the party and tap on “continue.” You will be redirected to pick the language of the advice.
6/10
Select Advice Language
Choose the language for the advice and tap “continue” you will be redirected to the set the advice period.
7/10
Choose the Advice Period
Select the period for your advice and tap “continue.” You will be redirected to the terms and conditions screen.
8/10
Review Terms and Conditions
After reviewing the terms and conditions, tap on “Agree” and you will be redirected to the review screen.
9/10
Review Screen
After reviewing the full details for the “Commission and debit interest advice”, tap "Continue to payment."
10/10
Success screen
You will be able to download, share or copy the link of the issued certificate.
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