The admin app allows you to upload and distribute documents to the unit holders of a fund.
To begin, select the relevant fund and click on Add Document as shown below.
After clicking the Add Document button, the following page will appear, allowing you to upload the document, set its name and category.
You can also select the publish date and use the toggles to add the document to the investor portal and notify investors via email upon uploading.
Please note that if the publish date is set in the future, only investors present in the fund at the time of publishing will receive an email notification and will be able to access the document on the portal.
Tip
Access previously uploaded documents in the Documents tab, where you can review, edit, or delete them as needed.
See how an investor can access, view, and download documents on the investor portal here.