How to edit the Fund Profile

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



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

Select ‘Update Fund Details’ to edit the profile.



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 profile. Once done, click on ‘Save’ in each section.



When all changes are done to the profile, Select "Finish Update" 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.



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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