As a Fund Manager, you'll need to review and respond to investor requests to join your fund. Here's a streamlined process for managing these requests.
Accessing Pending Requests
Log into your Client Portal
Navigate to the Fund Management section
Select "My Strategies" → "Approvals" tab
View the list of pending join requests
Approving or Rejecting Requests
For each request, you have two options:
Click "Approve" to add the investor to your fund
Click "Reject" to decline the join request
Even if you reject a request, the investor will still be able to view your fund information and can submit another request in the future if they wish.
Important Requirements
Before inviting investors, please note:
You must complete your profile information
Your fund will remain inactive until it meets these criteria:
Minimum Assets Under Management: USD 20,000
Minimum Number of Investor Accounts: 3
For assistance, please contact our support team through the Service Hub, Live Chat, or email [email protected].