Viewing documents uploaded by limited partners | FundCentre Reporting (formerly InvestorVision)

  • Updated
InvestorVision is now called FundCentre Reporting.
During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing

Applies to: General partners
 

When documents have been uploaded, an alert is displayed when you log in. Documents that have been uploaded and not reviewed, have a Needs Review status on the LP Documents page.

I want to

  • View documents uploaded by limited partners

Steps

  1. Click View next to the x LP Documents needs review notification when you log in. The LP Documents displays a list of the documents that need to be reviewed.
  2. Click a document to review it.
  3. Select whether to accept the document, re-request the document, download the document, or cancel the request. Re-requesting a document sends the request back to the limited partner.

Additional information

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