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Investor overview

All figures are calculated and unaudited
There is no recognised market for any of the fund investments Figures unaudited

Add New Member

Creates a new member in the database - Uses Email 1 for the login name



Make a copy of the member's login details below

Email:

Password:

Add New Investor

Creates a new investor in the database

Add New Fund

Creates a new fund in the database

Add Member To

Adds a member to the current investor group

Add Investor to

Adds an investor to the current fund

Edit 's initial investment to

Edit the initial investment details for this member

Add Valuation Snapshot (for all investors)

Creates a summary snapshot for every investor in this fund

Add Fund Distribution to

Adds a fund distribution to all investors in the current fund

Add Note to

Adds a note to the current investor group

Add All Note to

Adds a note to the current fund

Update for

Updates the unit value for the current fund

Upload File to Member

Uploads a file to the current member's profile


Upload File to Investor

Uploads a file to the current investor's profile




Tags & Filters



















Upload File to Fund

Uploads a file to the current fund



Tags & Filters





















Edit My Details

Edit details for the current chg.active.member id page

First Name
Middle Name
Last Name
Address
Phone Number
Mobile Number
Email 1
Email 2
Email 3

Edit My Details for

Edit details for the current chg.active.investor id page

Phone Number
Mobile Number
Email 1
Email 2
Email 3

Edit Member Details for

Edit details for the current member

Edit Investor Details for

Edit details for the current investor as an Admin

Edit Fund Details for

Edit details for the current fund.

Email members

Send to selected members, sorted by funds

Include all groups

    Recipients

      Add Transaction

      Transfer ownership between investors



          Edit Account Details

          View and edit your account details.

          Login Screen

          Log In

          Forgotten Password

          Log Out




          Your Investment Dashboard

          Your Profile

          First Name:
          Middle Name:
          Last Name:
          Address:
          Phone Number:
          Mobile Number:
          Email 1:
          Email 2:
          Email 3:

          Investor Information

          Status:

          [Admin] Mailing Preferences

          Email Postal

          Investment Vehicles

          Documents


          [Admin] Documents




          Investment Vehicle Details

          Profile Info

          Investor Name:
          Investor Number:
          Type:
          Description:
          Address:
          UTR:
          NI:
          Registration Country:
          Registration No.:

          Contact Information

          Contact Name:
          Phone Number:
          Mobile Number:
          Email 1:
          Email 2:
          Email 3:
          Date of Birth:
          Nationality:

          [Admin] Members

          Summary of Investments

          Documents

          Filters: 

          [Admin] Documents

          Filters: 

          Notes

          [Admin] Notes




          Fund Details

          Profile

          Name:
          Type:
          Date of Investment:
          Percentage of Total Fund:
          UTR:
          Drawn:

          Summary As At

          Total Return History

          Overview

          Distributions

          [Admin] Investor Table

          [Admin] Distribution Table

          Documents

          Filters: 

          [Admin] Documents

          Filters: 

          Notes

          [Admin] Notes