If your counterparty is not already on the EFI platform, you can still send them a request. To do this, click on “Add new entity” on the search results screen.
You will need to provide details of the counterparty - mandatory fields are indicated on-screen. You can add a single counterparty manually, add multiple counterparties or you can add the counterparties to a CSV and import this into the platform.
If you choose to import a CSV, please download the sample file first to ensure the format is correct.
Once you have finished providing the new counterparty information, click on “+ Add entity”. A nomination request will then be issued to your counterparty to join the EFI platform.
If you make a mistake with any details of the contact person, please create a support ticket and our support team will reach out to you.