I'll guide you through the process of becoming a Fund Manager, creating funds, and attracting investors.
Overview
As a Fund Manager, you can:
Create investment funds based on fund management principles
Earn performance fees from successful trading
Trade with capital invested by your investors
Build a portfolio of managed funds
Getting Started
Log into your Client Portal and navigate to the Fund Management section. Click on the Fund Management card to begin.
Three-Step Onboarding Process
1. KYC Verification
Verification is required only once for your entire Client Portal. Complete these steps:
Submit Proof of Identity (PoI) documents
Submit Proof of Address (PoA) documents
Complete your Financial Profile
2. Profile Completion
Creating a compelling profile is essential to attract and convince potential investors. Your profile can be edited anytime and should include:
Professional Profile Photo
Upload a clear, recent photo of yourself following the technical requirements displayed.Contact Information
Add your preferred social media platforms and messaging apps so investors can easily reach you and receive updates about your trading activities.Professional Background
Share insights about your trading style, experience, and objectives for your fund management journey.
Important: Follow the provided content guidelines to ensure your profile doesn't contain misleading, abusive, or inappropriate information.
3. Code of Ethics
Fund Managers must demonstrate shared values with their investors by:
Prioritizing investors' best interests
Providing fair and reasonable fees
Being responsive to requests and concerns
You'll need to pass a short questionnaire to accept the Code of Ethics. You can take the questionnaire as many times as needed. Without accepting the Code of Ethics, you cannot invite investors, share fund links, or create funds.
Once you complete these steps, you'll be ready to create your first fund and invite investors!