In Caruso, each investing entity requires a key account upon setup. The key account serves as the main point of contact and automatically receives updates regarding compliance obligations and investments associated with the entity.
Add an Account to an Investing Entity
Navigate to the relevant investing entity
Click on the Accounts tab
Select Add Account, then search by name for an existing account to link to the investing entity
Once confirmed, the selected account will receive an email notification confirming they have been added to the entity
Update the Key Account
In the Accounts list, find the account you want to set as the key account.
Click the ellipses (...) next to the account.
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 updated key account holder will now be visible in the Accounts list and in the fund banner details.
Note: Only one key account can be assigned per entity at a time. When the key account is updated, the previous account will remain linked to the entity but will no longer be the primary contact.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.