Manager Name - checklist | Take the Quiz

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

Unlock and Upgrade