Caruso’s Secondary Market feature enables investors to unlock liquidity and diversify their portfolios. If your fund manager has enabled this feature, you can view active listings and place bids directly in the Investor Portal.
Step 1: Access and View Secondary Market Listings
Log in to the Investor Portal
Go to the Trade tab to view all available secondary market listings
Browse the list of active opportunities
Click View to see more details about a specific listing, including fund information and key metrics
Step 2: Place a Bid
On the listing’s detail page, enter your bid amount
Click Continue
Review your order carefully, then click Confirm
Order Review and Next Steps
Your buy order will be reviewed by your fund manager
If your bid is successful, the fund manager will contact you with next steps
Your submitted bid will also appear in the Orders tab
Points to Remember
Your bid applies to all advertised units in the listing
To withdraw a bid, or if you need more information, please contact your fund manager
If you have any questions or need help at any stage, please contact your fund manager for support.