Getting Started

Initial Set-Up

Before getting started with AIFMD Annex IV, you must first complete authentication and upload a portfolio file. Please refer to the documentation below for step-by-step instructions:

See here regarding how to set up authentication.

See here regarding how to create and upload a portfolio file.

Position Uploads

To generate your reports, we require some initial data. For detailed guidance on uploading the necessary information, please refer to the following resources:

See here regarding how to upload a position file.

See here regarding how to construct a position file.

See here regarding FundApps AIFMD Annex IV properties details.