Fund Profiles
The My Profile page allows investors to enter a fund profile. This menu item is only displayed when logged in and is only available to Investors.
On this page you could add, edit and delete a fund profile.
Add Profile
- Select My Profile from the menu
- Select the Add Profile link and the New Profile form would appear
- Insert your details in the Overview, Address, Contacts and Users tabs.
For further details on the structure of the fund profile, click here.
- Insert your funding details in the Funds tab
- Select the Save button to send your profile for approval
You will receive the following message: 'Your fund details have been successfully updated. These changes will not appear live on the site until they have been approved by our team.'
Your profile would be listed on the My Profile page with a note beside it, which would read Awaiting Approval. When your profile has been approved, you will receive a message to confirm approval and your profile would appear live on the site.
Edit Profile
- Select My Profile from the menu
- Select the Edit Profile link
- Make the changes that are required.
For further details on the structure of the fund profile, click here.
- Select the Save button to send your changes for approval
You will receive the following message: 'Your fund details have been successfully updated. These changes will not appear live on the site until they have been approved by our team.'
In the My Profile page, your profile would appear with a note beside it reading Awaiting Approval. When your profile has been approved, you will receive a message to confirm approval and the changes to your profile would appear live on the site.
Delete your profile
Please note: Your profile cannot be recovered after it has been deleted
- Select My Profile from the menu
- Select the Edit Profile link
- At the bottom of the page, select the Delete button
- A dialog box would appear, 'Are you sure you wish to remove this fund?' to confirm your actions, click OK.
This would remove your profile from the My Profile page and from the live site