Creating a new asset

In the article below, we will go over the steps to create a new asset. Prior to creating an asset please ensure that the relevant Fund has been created.

To create a new asset, in the navigation pane under Schemes select Funds, then search/filter and select the relevant fund.

Within the selected fund, select Assets tab. In the Assets tab you can view current assets, if any and create new assets.

To begin the process of creating a new asset, click + Create Asset, fill in the required details onscreen and click save.

Pro tip: This newly created asset will also be visible to any investor with holdings in the fund on the investor portal.