When logged in a contact person of a fund manager will see a list of instruments that he has access to. If he is the contact person on multiple fund managers he will see all the instruments of these fund managers.

To view a months fee calculation, click on the sub menu “Fund Manager”. You will now see a list of fund managers where you are the contact person. Select the applicable fund manager.

To view a list of clients in a instrument (fund), click on the instrument and then the Investor Accounts button.

Last Updated on 12 years ago by Walther