All users that register with Fundbase.com must declare that they are an accredited/qualified/professional investor in accordance with the regulation that governs their specified domicile.
Each member of our qualified investor community, by default, has Connection type - Summary Light with all funds in our universe. More on Connection Types.
In Summary Light view, Investors have access to the following information:
Fund Overview tab:
Fund Pricing tab:
Fund Analysis tab:
- fund analysis using the reference series prices (based on estimate and final prices) and available market indices
Fund Documents tab:
- no documents are visible
Fund Notes tab:
- notes can be added and are visible within your organization
Fund Report tab:
- Contains only fields that are visible on other tabs
Note! In order to access more information regarding any fund, investors would need to send a Connection request