How to edit the Fund Profile

Question

How can I edit the Fund Profile?

Answer

Navigate to Menu and select Fund under the Super Comply heading.

Seefillprofilefund.png

 

Click on the name of the Fund and select ‘See Full Profile’. The Fund Profile contains all relevant information for that type of Trust.

You can select the "Edit’ button to make changes to the following section:

  • Fund Information
  • Trustee
  • Member
  • Contact Information

A pop up screen will appear and prompt you to input a reason for the amendment. Adding a message in this field is mandatory. You also have the option to attach any supporting documents.

Click on Continue to edit the relevant section. Once done, click on "Save" to complete and to lock the profile again.

Any changes made to the profile will be saved on the Timeline, with details of what was changed, who changed the data and the date the change/s were made.

 

Note: It is strongly recommended to take care in making any edits as a Fund is a legal entity and certain changes can trigger adverse tax and stamp duty consequences.

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