Global Fund License Document

Release Note

Introduction:

Previously for Global fund we were not showing Global Funds detail on CRM page for the other brokers. Now we have changed the approach. Now we are displaying all the information to the other broker as well but other brokers cannot edit anything.

For Example –

Global fund ABC is belonging to Broker XYZ then XYZ can view as well as edit information for Global Fund ABC on its CRM page.

But Broker EFG can view details of Global Fund ABC on its CRM page. Broker EFG cannot edit anything.

Broker can View and Edit information on CRM page of their own Global Fund

Here a Broker can change role of a Global Fund which belong to that broker. Broker can Approve or reject compliance documents of a Global Fund.

Other Brokers can only view information of the Global Funds which is not belong to them.

Here other broker can view information on the CRM page of the Global Fund which belongs to another broker. They can download compliance document of the Global fund.