Getting Started
Prerequisites for AIFMD Annex IV
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.
Updated 12 days ago