2. Updating Fund Information

🚩 Select the fund from:

[Fund Management] → [Funds] OR the lists under [Accounts].
You will be directed to the [Overview] tab of the fund’s page, where you can check and update fund-specific information.

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Updating Fund Information

1. From [Fund Management] → [Funds], click on the specific fund of your interest OR click on the specific fund from the list under [Accounts].
2. From the fund’s [Overview] tab, click on the edit icon to update information.
3. From [Info], you can check and manage basic information about the fund. (You must fill in required fields with * to update information)
4. From [Investment Restrictions], you can check and manage investment mandates.
5. From [Fund Manager], you can check and manage managers for the fund.
6. From [Documents], you can upload and manage fund-related documents such as formation documents.
7. From [Dates], you can check and manage key dates of your fund.