As a fund manager, investing entities can be created on behalf of your investors within the Admin app.
In the navigation pane, under the Investors tab select Accounts. Locate and select the required account using the search bar or filters at the top.
Inside the Account, select the Investing Entities tab. If there are any associated investing entities, they will appear as a visible list.
To create a new investing entity, click on Add Investing Entity and select the type of entity.
Enter the required information on the entity form page, including entity and tax details as well as the nature and purpose of the investment. Once completed, click Create to finalise the addition of the investing entity. This newly created entity will be accessible in both the Admin app and the Investor Portal.
Pro tip: Accounts who have access to the investor portal are able to create new or additional investing entities within the portal.