Enabling onboarding for investors | FundCentre Onboarding

Before you enable onboarding for an investor, ensure that the following prerequisites have been met.

Important prerequisites:

• Contacts have been set up with permissions to the investor with at least one contact in an invited status.
• The fund's subscription document mapping is complete, accurate, and does not require any changes.
• The GP Portal's rules builder is populated, and the Portal is set up with document groups and document types and they do not require any updates.

How to enable onboarding for an investor

To enable onboarding for a single investor:

1. From the Entity menu, select Investors.
2. Click the name of the investor for which you want to enable onboarding.
3. Click the Investments tab.
4. In the row of the fund for which you want to enable onboarding, click Enable Onboarding.
5. In the Document Template field, select the subscription document that you want to use.
6. (Optional.) Enter the main contact.
7. (Optional.) In the Due Date field, to change the default, click on the calendar icon and select the date that the subscription document must be completed by.
8. Click Save.
9. Repeat for each investor that you want to onboard.

How to enable bulk onboarding for investors

To enable bulk onboarding multiple investors in a fund:

1. From the Entity menu, select Funds.
2. Select the fund.
3. Click the Investments tab.
4. Select the checkboxes next to investor names.
5. Click Enable Onboarding.
6. In the Document Template field, select the subscription document that you want to use.
7. (Optional.) In the Due Date field, to change the default, click on the calendar icon and select the date that the subscription document must be completed by.
8. Click Save.