Fund names - checklist
Fund Name Essentials Quiz
Test your knowledge on the essential checks required for fund names! This quiz will help you understand the processes involved in naming funds correctly, ensuring compliance and clarity.
- Evaluate your understanding of fund names.
- Learn about the importance of legal checks.
- Enhance your skills in fund management.
Check the company website/Legal Documents.
Yes
No
Do we hold the same fund name for other funds ?
Searched on feditor - No same name available
Searched on feditor - same name available
Is it a Pension Fund ?
LEGL = PENS ; Add Pn in Fund Name
LEGL != PENS
None of the above
Fund pricing using names via Custom file id?
Check & Amend the ID
Not Pricing via custom file ID
Underlying fund name change or mirror fund name changes ?
Check mirror fund names & update
Contact FM
Objective, Sector & name change ?
Add SGMC Caveats ?
No caveats needed
Spell Check use F7
Yes
No
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