Ensuring that your investors can receive communication in either of the official languages takes only a few steps!
Set the Investor's Language
When creating an investor or editing an existing investor's profile, Dealers, Issuers, and Advisors can specify language preference by using the Language Preference drop-down menu.
2. Create a Header and Footer for your Statements and Trade Confirmations.
As Admin Users, within the Statements Settings tab, you can now create a custom header and footer for statements and trade confirmations in both languages. Simply click the Edit Details button and select the language from the drop-down menu.
You can also use the drop-down menu on the top right-hand side to preview your headers and footers.
3. Create Email Templates
As Admin Users, within the Email Templates tab, you can now create custom templates for email notifications in both languages. Simply click "Add Template" and select the language from the drop-down menu. You can also use the drop down-menu of the top right-hand side to view your available templates.
That's it!
Once these steps have been completed, you can proceed with your day-to-day operations as normal. All trade confirmations, statements, and emails will be generated based on the above settings.
This includes the Welcome email, which will direct investors to a version of the account creation or linking page based on their language preference.