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Creating a Share Class

To create a new Share Class, you will firstly need to be on a Fund.

From the Fund you can navigate to the Share Class Relations section. 

  

From here you can select "Create a new Share Class" 

  

This will take you to the create Share Class page, with a relationship linked back to the original Fund:




After inputting the Share Class information, clicking create will open a confirmation dialog, where you should enter a comment regarding the approval of the new ShareClass.

  



You will then be notified about a successful creation request. 

  

  NOTE: If any errors are made in the initial entry of data it is best to approve the erroneous entries and then edit them to the correct value. Rejecting a data point for a new share class can cause its creation to be delayed.

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