In Caruso, every investing entity requires a key account upon its setup. This key account is the main point of contact and will automatically receive updates regarding compliance obligations and investments associated with the entity.
Adding an account
To change a key account in Caruso, navigate to the relevant investing entity and click on the Accounts tab. Select Add Account to search and link an existing Caruso account to the investing entity.
Once confirmed, the selected account will receive an email notifying them about being added to an investing entity.
Updating the key account
They will also appear in the Accounts list. From the list, select the ellipses (...) icon and select Set as key account.
Once confirmed, an email notification will be sent to the previous key account holder informing them of the change.
The key account holder will now be updated in the Accounts list and also within the fund banner details.