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Split the fund name between First Name and Last Name (This will soon change so that other property labels are shown for companies with "Company Name" instead).
A Fund Entity (if you are using BFS for fund administration and you are a fund company, if not you can leave this account creation out of the process) has to have an account for managing payments for subscriptions and redemptions. Navigate to the fund entity by selecting "All Users" from the "Users" menu and find the fund entity in the list:
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