Fund Manager
Learn how Fund Managers create and manage funds, review Investor subscriptions and redemptions, monitor fund performance and fees, and use the available Funds Management tools.
19 articles
- Content Guidelines for Fund ManagersPrepare Fund Manager profile content within current field limits, moderation notices, privacy rules, and performance-claim boundaries.
- Starting Your Journey as a Fund Manager
- How Can Fund Managers Subscribe to Their Own Funds?Follow the Funds Management steps for a Fund Manager to favorite and subscribe to their own fund using money from an eligible funded account.
General
Find general guidance for Fund Managers on fund setup, account funding, balances, fees and other Funds Management features.
- How do I choose an account type when creating a fund?Compare the account types displayed during fund creation and understand what to review before confirming, including specifications, later changes, and earnings records.
- Risk Considerations in Funds ManagementReview trading, drawdown, fee, subscription, record, and redemption risks for Fund Managers and Investors using current terms and status.
- How do I update my Funds profile?Update one fund's avatar and professional background in the Client Portal, then verify its current moderation and visibility state.
Manage Funds
Learn how Fund Managers configure funds, review Investor requests, monitor performance and manage available fund settings and trading access.
- Equity Synchronization ExplainedUnderstand equity synchronization as a Funds Management reconciliation process, which records to compare, why temporary differences can appear, and how to request an account-specific review.
- Managing Your Funds EffectivelyManage funds from the current Fund Manager dashboard while keeping action, review, activation, archive, record, and risk boundaries clear.
- Inviting Investors to Your FundShare a fund using current invitation tools while keeping access, verification, subscription review, activation, risk, and promotion boundaries clear.
- How do Fund Managers review investor applications?Review subscription and redemption requests, understand independent Auto Approve or Auto Reject settings, and apply the 48-hour rule.
- Referral Fee-Sharing for Fund ManagersLearn how to set introducer-specific referral rates, adjust them in the Client Portal, and calculate each share of your Performance Fee.
- How do Fund Managers review redemption requests?Review redemption requests, understand the 48-hour configured Auto Approve or Auto Reject action, and follow approved or rejected outcomes.
- How do I archive my funds?Review current archive availability and confirmation, submit once, and track closing, settlement, request, fee, and destination records without assuming completion or reactivation.
- Withdrawing Performance Fees from Your Partner WalletFollow the withdrawal process for Performance Fees in your Partner Wallet and review verification, payment-method limits, processing estimates, and possible delays.
- How do Fund self-investment, redemption and withdrawal differ?Distinguish a Fund investment minimum and redemption process from the ordinary withdrawal policy that applies after funds reach an eligible account or wallet.
- How to Activate Your FundReview the AUM or investor threshold required to activate a fund and learn where Fund Managers can find its promotion link and sharing options.
- Understanding Maximum Drawdown and Stop-Loss Parameters in Funds CreationUnderstand how Maximum Drawdown and Stop-Loss Level inform Investors during fund selection, why they do not automate risk controls, and which setup details become locked.
- Do Investors Need to Match My Funds Account Type and Currency?Understand how Investors can subscribe through an Investment Wallet or existing trading account without matching the Fund Manager’s account type or currency.
- What Happens When a Fund Has a Negative Balance? (For Fund Managers)Understand the automatic termination, position closures, forced redemptions, restrictions, and next steps for Fund Managers when a fund balance becomes negative.