Global Fund
Release Note
Last updated
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Release Note
Last updated
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In current scenario broker admin have to launch fund by uploading csv file for the history. Then superadmin assign the role of global invest or mirror fund.
Now we are providing the option to launch global fund by using existing mt4 account.
In this document we shall discuss the procedure to launch the global fund.
To check this feature, we need to select the MT4 account which we need to launch as global fund on the site. In following example, we consider the account.
Fund can add account by creating new user on the site as shown below:
Following details need to be filled:
Email Address: Email address of the fund for which we are creating global fund Existing or new)
User Name: If new user is created then we need to enter user name [Temporary password will get send on the new users email address] and for existing user we need to enter password
Country: Country of the user
IP: IP address of the server
Port: port number
Account Number: Account number of mt4 account need to enter here
Account Name: Account name of the mt4 account
Account Currency: Currency of mt4 account
Account Password: Investor Password of the mt4 account
If user already exist then fund need to enter the password as shown below, and other fields remains same.
If we select broker as “Other” then we need to enter broker name, IP and Port as shown below:
In this step we enter the following details:
Fund Name: Name of the global fund needs to be entered here
Fund/Strategy Description: User can enter the description about the fund here
Strategy Type: User can select one or more than one strategy type
Asset Classes: User can select the asset classes
User have to answer following questions as well
ESMA Compliant: User have to answer as yes or no
Audited Performance:
If it is selected as yes then following details need to be entered:
Performance Track Record: User have to select practice or live from drop-down
Trading Types: User have to select Automated, Manual or Mix from the drop-down
User can navigate to previous and next from using “Back” and “Next” button.
In this step all the information for the fund manager need to entered as shown below:
Fund Manager Bio: User can enter the fund manager bio in text box provided
Country: Country of the fund manager can be specified here
Fund Manager Type: User have to select fund manager type as individual or corporate from the drop-down
Licensed: User have to select as Yes or No
Regulatory Country: Regulatory country can be specified here
Regulated: User have to enter yes or no
If fund manager is licensed new field of license information get added as shown below:
In this step fund type can be selected as shown below:
Fund Type: User can select the fund type as invest fund or mirror fund from drop down as shown in the figure
Depending on the fund type charges get displayed as shown below:
Account created on the site have all details of the mt4 account. Only open position of new mt4 account are not copied.
MT4 Account-7893290
New account created-7893291
Deposit, closed positions and profit are displayed in the “view performance analysis” page of newly created account. Open positions are not reflected in new account.
When global fund is created then email is sent to the user as shown below:
If the user does not exist then system is creating new user and sending mail with login credentials.
After creation of new account, email will get send with Account Number and Account Password.
