OPS-002elevated

Change of Investor Details

Non-financial standing-data changes: registered address, contact details, correspondence preferences.

Version 4

Owner · Tom Reyes

Updated 01 Jul 2026

1. Identify the investor and the specific standing-data field(s) to change. 2. Confirm the instruction originates from an authorised contact. 3. For an address change, verify against existing correspondence records. 4. This procedure covers NON-financial data only. Any bank/payment change → PAY-001. 5. Apply the change and record it. Reviewer approval required.