CTS Registration | ClearGlass

Complete the registration form and signup for an information webinar

Registration

Step 1

Complete the onboarding documents which includes: agreement, letter of authority, full details of your portfolio

Onboarding

Step 2

ClearGlass collects and verifies the CTS templates from each of the asset managers

Data Collection & Verification

Step 3

ClearGlass provides cost data and benchmarking insights via the Value for Money, Cost Transparency and Benchmarking reports

Report Delivery

Step 4

More Information

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Invoice Address

Invoice Organisation Name

Invoice Contact Email

Number of funds/mandates

Invoice Details

Email Address

Position of second signatory

Name of second signatory

If you require a second signatory, please add the additional details below. This isn't mandatory, only complete a second set of details if you require.

Email of Person Who Will Sign LOA

Position of person signing LOA

Name of person signing LOA

Use same details as above

The Letter of Authority authorises ClearGlass to collect the data on behalf of the Asset Owner. The following details are required to generate the LOA which will be forwarded via DocuSign

LETTER OF AUTHORITY (LOA) - DETAILS

Email Address

Position of seond signatory

Name of second signatory

If you require a second signatory, please add the additional details below. This isn't mandatory, only complete a second set of details if you require.

Position of person signing SA

Name of person signing SA

Address of Asset Owner

Official Asset Owner Name

The following details are required inorder to generate the Service Aggreement which will be forwarded via DocuSign.

Service Aggreement (SA) - Details

Contact Phone

Contact Email

Contact Name

Organisation Name / Pension Fund Name

Main Contact

ClearGlass Registration Form