Manager Name - checklist

Subject of the email
What type of manager change ?
Rebranding
Prefix Change
Manager Change
Manager name change
Is it rebranding ?
Did you get confirmation from both the fund managers ?
Request both Former & Resultant Fund Managers
Name & Identifiers of the fund/unit
If a manager is renaming from A to B ?
I) Check if B is already existing on database
Ii) If B exist on feditor & the funds under B are new funds with the new name then ; First Rename A as B Then transfer funds from B to A
Iii) If B exist on feditor & the funds under B are existing funds with new name then; Transfer from B to A & rename A as B
Iv) Any logo changes has to be notified to developers
We have to change both manager full name & the manager prefix
Unlink the inactive funds in the group and move the live units to the New Management group
Is it a group change /Acquisition & If few or all funds of X is acquired by Y ?
I) Check if Y is already existing on database
Ii) If Y exist, then Transfer all/mentioned funds from X to Y
Iii) If Y doesn’t exist, then create a new manager group “y” & then transfer all the funds
Is it a manager name change ?
Max 50 characters long
DO not include special Characters & Spaces in group name
Can include LEGL or DMCL in the group name
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