Generally, most funds choose to manage and review the flow of traffic through the site by choice, even if they are not subject to do so under Regulatory Requirements. Therefore, on this page, there are two links: one requiring new guests to register to gain approval for access, the other for approved visitors/investors to sign in for access.
Depending on the level of control required and/or desired, more can be placed on the Welcome Page in front of the Log-In. Our experts work with you to produce the necessary outcome that is informative, compliant and visitor friendly. Typically funds must review the information before approving a visitor and providing access. Besides gathering information that is required, you can also gather information that can be helpful in the Capital Raising and Retaining process. We always recommend that you speak with your legal, compliance and marketing professionals before developing this section. Also contained herein are various legal and compliance disclaimers which may be necessary, along with an affirmation statement that must be checked.
New Member Sign Up Here
Our experts work with you to develop this section to capture the level of information desired or required. Below is an example of the types of information collected.