Fund companies

A fund company is a Legal Entity of the type “Company” that can perform duties as a manager of investment funds. The typical structure of a fund company with investment funds that it manages looks like the following chart.

To create a fund company navigate to User Management> Company and click on the action menu to create the user.

Open

The dialogue below will open.

Open

Enter the information that is needed on the different tabs. For a Swedish entity, the organizational number will validate according to an accepted structure for Swedish Entities that should be entered according to 16XXXXXX-XXXX.

On the last tab, you can select if the company should be a fund company.

Now the fund company is all set up.