AIP Pre-Onboarding Questionnaire | DTCC
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AIP Pre-Onboarding Questionnaire

Start here to onboard to our Alternative Investment Product (AIP) Service

Please provide a valid business email. Personal emails are not acceptable. This email will belong to the user onboarding for this service
Please provide a valid business email. Personal emails are not acceptable. This email will belong to the user onboarding for this service
The phone number should start with a "+", followed by the country code, area code and phone number. There should be no spaces or other special characters. Examples of correct phone number formatting are:
  1. UK: +442071366328
  2. US: +18883822721
  3. SG: +6566227349
If needed add a second optional contact for your new request.
The phone number should start with a "+", followed by the country code, area code and phone number. There should be no spaces or other special characters. Examples of correct phone number formatting are:
  1. UK: +442071366328
  2. US: +18883822721
  3. SG: +6566227349
Please enter the Legal Entity Identifier associated with the main entity you are onboarding.
A Legal Entity Identifier is required to do business at DTCC.
For details on how to get an LEI visit www.gleif.org. Please refer to this FAQ for questions related to LEI.
This is the entity which is the main user of the service. This legal entity will sign the user agreement, and invoices will be issued in this name.




If the address is not current please update your LEI record on GLEIF before proceeding.
Selecting 'Broker / Dealer' or ‘Fund’ limits your setup to a single account. If you plan to manage multiple funds, please select ‘Fund Administrator.'
This is the functional role your company will take on for the product.
This is the date your company officially started operations, following its incorporation or registration.
Please ensure the entity you’re onboarding is the fund administrator itself which will not submit transactions—those will be submitted through fund sub accounts you will onboard under it.
How did you hear about AIP?

What is the nature of your business?

How do you intend to use the AIP service?

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