Difference between revisions of "KIID Update"

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(Created page with "=Introduction= ==Purpose of the document== The most asked question from the users of the Fundsquare (“FSQ”) platform when contacting FSQ is “Where is my KIID?”. This...")
 
 
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=Introduction=


==Purpose of the document==
In order to ensure a smooth annual KIID update,  please find on this link two documents that will guide and help you to successfully pass through this busy period of the year.


The most asked question from the users of the Fundsquare (“FSQ”) platform when contacting FSQ is “Where is my KIID?”. This note deals with the availability of a Key Investor Information Document (“KIID”)
on the various services and modules on the FSQ platform. Although it focuses on the handling of the KIIDs, most section can also be applied to any other type of document, under the condition this type of document
(and the various underlying workflows) have been defined within the fundsquare platform.
The first chapter starts with the various step in order to setup a fund and its underlying workflows within the E-file universe. It deals as well with the transfer of documents into the e-file fund library.
The second chapter starts with the sending and the upload of the KIIDs into the Document library (Chapter 2) or “How can I upload a document in the library?”.
It explains the prerequisites of the Regulator filing (Chapter 3) (“Why is this KIID not included in the package we received?”), the publication on the Fundsquare webportal (Chapter 4) as well as the White
Labelling (Chapter 5) (“Why is this KIID not visible?”) and finally in the documents sent with the Document Dissemination Service (Chapter 6) (“Why has this KIID not been sent?”).


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==Acronyms and abbreviations==
|  [[Media:Annual KIID update.pdf| Annual KIID Updte]]
 
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[[File:Acronyms and abbreviations.PNG| border | 1000 px]]
|  [[Media:Where is my KIID.pdf|Where is my KIID?]]
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Latest revision as of 09:17, 19 January 2022

In order to ensure a smooth annual KIID update, please find on this link two documents that will guide and help you to successfully pass through this busy period of the year.


Annual KIID Updte
Where is my KIID?
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