Stefan KoppelProspectIn Progress
client · individual · Switzerland · Owner: Priya Shah
Overview
Tags
HNWcrypto
Asset classes
CryptoEquities
Notes
HNW. Active in BTC + index hedges.
Created
Jun 17, 2026
Updated
Jun 17, 2026
Contacts
No linked contacts.
Activity timeline
- noteMentioned interest in structured notes on BTC.Priya Shah · 8d ago · Jun 09, 2026, 01:42 PM
Opportunities
- Onboarding$5,000,000Referral · Next: Collect source-of-funds doc
Tasks
No tasks for this party.
Relationship status
Active status requires KYC approval. The server will reject any attempt otherwise.
KYC / Compliance
CurrentIn Progress
Accounts
No linked accounts. (Account linkage is read-only — sourced from upstream trading systems.)
Audit history
- createPriya Shah · 4h ago