Once the registration process is completed, an Institutional Investor must:
- Create an Institution Profile. You can do this on the My Institution page > Institution Profile tab. An Institution Profile approved by the iownit Compliance is required to create Fund(s). Please refer to How do I create an institution? for more information.
- Create a Fund. You can do this on the My Institution page > Funds tab. You cannot add a Fund without having an Institution. Once you have added a Fund, you must complete your Fund Profile on the Fund page > Profile tab. Please refer to How do I add a fund? for more information.
- Invite Managers to the Management Team. You can do this on the My Institution page > Management Team tab. The invitees will run through the account opening process. Please refer to How do I invite a team member? for more information.
- Assign Portfolio Manager(s) to the Fund. You can do this on the Fund page > Settings tab > Permissions and Access table. Portfolio Managers can have read only or execution of trades rights. Please refer to How do I manage fund permissions and access? for more information. For an investment, the Fund is the beneficial owner and we track which Portfolio Manager made the investment.
- Once the above steps are completed, Fund(s) must be approved by the iownit Compliance for the Institutional Investor to be able to invest.
