As a fund manager, you can create investing entities on behalf of your investors within the Admin app.
Step 1: Locate the Account
In the navigation pane, under the Investors tab, select Accounts.
Use the search bar or filters at the top to find and select the required account.
Step 2: Access Investing Entities
Inside the account, go to the Investing Entities tab.
Any existing investing entities will be listed here.
Click Add Investing Entity.
Select the type of entity you wish to create.
Step 3: Enter Entity Details
Complete the entity form page by entering:
Company details
Payment details
Tax details
Nature and purpose of the investment
Once finished, click Create to finalise the addition.
The newly created investing entity will be accessible in both the Admin app and the Investor Portal.
Tip: Accounts with access to the Investor Portal can also create new or additional investing entities directly within the portal. For guidance, see Add an Investing Entity on the Investor Portal.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.