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How do I create a new Fund?

To create a new fund, firstly click on Funds




Then click on New Fund



A form will appear where you can complete the details of the New Fund and then click on Create



A Comment box will appear for you to ask for approval of the New Fund and then click on Confirm


You will then receive notices at the top of the page

  
NOTE: If any errors are made in the 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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