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Conducting regulatory checks

In the 'Bring-Your-Own-License (BYOL)' operating model, no regulatory checks are required to identify the user or determine the instrument fit on Upvest's side, as these are already covered by the client.

The user will be activated immediately when Upvest can generate all the required identifiers to perform the transaction reporting and you will receive the user activation webhook shortly after the user is created on the Investment API.