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(PAMM) section
Select Fund Manager → "My 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.
Automatic Review Instructions
Please note our Fund Management system has automatic review instructions:
Subscription Timeout: If the Fund Manager fails to process an investor's subscription application within 48 hours, the system will automatically review the order.
Redemption Timeout: If the Fund Manager fails to process an investor's redemption application within 48 hours, the system will automatically review the order.
Important Requirements
Before inviting investors, please note:
You must complete your profile information
Your fund will be activated once it meets either of these criteria:
Minimum Assets Under Management: USD 2,000 OR
Minimum Number of Investor Accounts: 3
For assistance, please contact our support team through the Service Hub, Live Chat, or email [email protected].