{"id":30441,"date":"2023-08-09T03:06:17","date_gmt":"2023-08-09T03:06:17","guid":{"rendered":"https:\/\/www.process.st\/templates\/non-agency-mortgage-trader-onboarding\/"},"modified":"2024-03-05T13:33:01","modified_gmt":"2024-03-05T13:33:01","slug":"non-agency-mortgage-trader-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/non-agency-mortgage-trader-onboarding\/","title":{"rendered":"Non-Agency Mortgage Trader Onboarding"},"content":{"rendered":"\n<section id=\"provide-essential-documents-for-policy-and-compliance-review\"> \n <h2>Provide essential documents for policy and compliance review<\/h2>\n <div class=\"text-content\">\n   Upload all required documents for policy and compliance review. These documents play a crucial role in ensuring that the trader meets all legal and regulatory requirements. By providing these documents, you contribute to a smooth onboarding process and enable the trading team to perform their due diligence effectively. Are you ready to provide the necessary documents? What types of documents will you be providing? \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Uploaded Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"completion-of-kyc-know-your-client-form\"> \n <h2>Completion of KYC (Know Your Client) form<\/h2>\n <div class=\"text-content\">\n   Fill out the KYC form to provide the necessary information about yourself, including personal details, financial background, and investment preferences. The KYC process helps the company understand your risk profile and allows us to tailor our services accordingly. Please complete the following form: \n <\/div> \n <div class=\"url-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> KYC Form URL <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-compliance-department\"> \n <h2>Approval: Compliance Department<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide essential documents for policy and compliance review<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-details-for-risk-assessment\"> \n <h2>Provide details for risk assessment<\/h2>\n <div class=\"text-content\">\n   Share your risk assessment details to help us understand your risk appetite and investment goals better. This information is crucial in developing a personalized trading strategy for you. Let us know about your risk appetite and desired investment targets. What is your preferred risk level on a scale of 1 to 5, where 1 represents low risk and 5 represents high risk? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Risk Level <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      1 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      2 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      3 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      4 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      5 \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"undergo-antimoney-laundering-training\"> \n <h2>Undergo anti-money laundering training<\/h2>\n <div class=\"text-content\">\n   Complete the anti-money laundering (AML) training to understand the laws, regulations, and procedures associated with preventing money laundering. This training is crucial to ensure compliance with legal obligations and safeguard against financial crime. Have you completed the AML training? If yes, please provide the completion date: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Completion Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Additional Training Certifications <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certification A \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certification B \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certification C \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certification D \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certification E \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-risk-management-department\"> \n <h2>Approval: Risk Management Department<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide details for risk assessment<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"completion-of-contract-signing-procedure\"> \n <h2>Completion of contract signing procedure<\/h2>\n <div class=\"text-content\">\n   Sign the contract to officially onboard as a non-agency mortgage trader with our firm. The contract covers important terms, conditions, and agreements to ensure a transparent and mutually beneficial relationship. Please sign the contract by following the link below: \n <\/div> \n <div class=\"url-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Contract Signing URL <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Signatory Email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Signing Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"setup-of-trading-system-access\"> \n <h2>Setup of trading system access<\/h2>\n <div class=\"text-content\">\n   Provide the necessary information to set up your access to our trading system. This will enable you to participate in trading activities and execute transactions seamlessly. What type of access do you require? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Access Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Web-based \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Desktop Application \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Mobile App \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"url-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Access Setup URL <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Access Setup Email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Trading System Access Setup <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear IT Support,<\/p><p>Please set up the trading system access for the trader with the following details:<\/p><p>Name: {{form.Name}}<\/p><p>Access Type: {{form.Access_Type}}<\/p><p>Thank you!<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"undergo-training-on-trading-platform\"> \n <h2>Undergo training on trading platform<\/h2>\n <div class=\"text-content\">\n   Participate in the training sessions to familiarize yourself with our trading platform. This will enhance your understanding of the platform's features, tools, and functionalities, enabling you to utilize them effectively in your trading activities. Have you attended the trading platform training? If yes, please provide the completion date: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Completion Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"create-profile-in-crm-system\"> \n <h2>Create profile in CRM system<\/h2>\n <div class=\"text-content\">\n   Create your profile in our Customer Relationship Management (CRM) system to ensure efficient management of client relationships and facilitate effective communication. Please provide the necessary details for your CRM profile: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Contact Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Account Manager <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduction-to-the-firms-trading-strategies-and-targets\"> \n <h2>Introduction to the firm's trading strategies and targets<\/h2>\n <div class=\"text-content\">\n   Acquaint yourself with our firm's trading strategies and targets to align your trading activities with our overall mission and objectives. This knowledge will guide your decision-making process and help you meet your individual trading goals. Are you familiar with our trading strategies and targets? If yes, please provide a brief summary: \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Summary <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-head-of-trading\"> \n <h2>Approval: Head of Trading<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Completion of contract signing procedure<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"familiarization-with-the-companys-culture-and-code-of-conduct\"> \n <h2>Familiarization with the company's culture and code of conduct<\/h2>\n <div class=\"text-content\">\n   Get acquainted with our company's culture and code of conduct to ensure that your actions and behaviors align with our values. This will foster a positive and cohesive work environment. What aspects of our company's culture and code of conduct resonate with you? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Culture and Code of Conduct <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Integrity \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Collaboration \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Diversity and Inclusion \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Continuous Learning \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Client-Centric Approach \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"setup-of-communication-channels-email-phone-etc\"> \n <h2>Setup of communication channels (Email, Phone, etc.)<\/h2>\n <div class=\"text-content\">\n   Set up the communication channels through which you will interact with the team, clients, and other stakeholders. Efficient communication is essential for seamless collaboration and timely decision-making. Which communication channels would you prefer to use? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preferred Communication Channels <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Email \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Phone \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Video Conferencing \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Instant Messaging \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In-person Meetings \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"undergo-orientation-with-key-team-members\"> \n <h2>Undergo orientation with key team members<\/h2>\n <div class=\"text-content\">\n   Participate in an orientation session with key team members to get introduced to the individuals who will play a crucial role in your trading journey. This session will enable you to establish connections, understand team dynamics, and seek guidance from experienced colleagues. Have you attended the orientation session? If yes, please provide the date: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attendance Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"register-for-industryrelated-certifications-and-licensing\"> \n <h2>Register for industry-related certifications and licensing<\/h2>\n <div class=\"text-content\">\n   Complete the required registrations and obtain necessary certifications and licenses specific to the mortgage trading industry. These credentials enhance your expertise, credibility, and regulatory compliance. Have you registered for any industry-related certifications or licensing? If yes, please provide the details: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Certification\/License Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Registration Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-hr-department\"> \n <h2>Approval: HR Department<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Undergo orientation with key team members<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"setting-up-of-performance-and-tracking-metrics\"> \n <h2>Setting up of performance and tracking metrics<\/h2>\n <div class=\"text-content\">\n   Set up the performance and tracking metrics to gauge your trading performance, measure the success of your strategies, and identify areas for improvement. 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These targets and limits serve as benchmarks to track your progress and maintain consistent performance. Please provide your individual targets and trading limits: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Individual Target(s) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Trading Limit(s) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"begin-simulation-trading-for-handson-experience\"> \n <h2>Begin simulation trading for hands-on experience<\/h2>\n <div class=\"text-content\">\n   Start simulation trading to gain practical experience and test your trading strategies without risking real money. 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