Skip to main content

Requesting an allocation

To commit capital to a fund, request an allocation within the Investor portal

Cyran Castelino avatar
Written by Cyran Castelino
Updated over a year ago

The Investor portal makes it easy to commit capital to a fund.

  1. Navigate to the fund you intend to invest in.

  2. Within the Request an allocation form, input the desired number of units for purchase, acknowledge the terms by checking the checkbox, then proceed by clicking Continue.

  3. Review your allocation request and click Confirm.

  4. Congratulations! You have now submitted an allocation request!

After submitting your allocation request via the Investor Portal, your fund manager will promptly review it. They may either confirm, make adjustments, or decline the request, providing a reason. Look out for an email that will guide you through the next steps, including payment processing instructions for your allocated amount.

Did this answer your question?