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3. Create the Fund Entity
3. Create the Fund Entity
- Stefan Willebrand
- Lena Birath
Owned by Stefan Willebrand
The next step is to create the actual fund, what we call the Fund Entity, and that should have an account in BFS to hold the positions.
Go to the same place as for the Fund Company and create a new company, make sure to check the box Fund Entity in the last tab.
, multiple selections available,
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5. Creating accounts for the Fund Entity
5. Creating accounts for the Fund Entity
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6. Setting up financial instruments for the fund entity
6. Setting up financial instruments for the fund entity
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9. Synchronizing positions in BFS using excel
9. Synchronizing positions in BFS using excel
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1. Create the fund company
1. Create the fund company
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7. Adding cash to the fund entity
7. Adding cash to the fund entity
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Fund entities
Fund entities
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