Document Upload
When uploading an application form for an approved Fund Group you will have 2 options:
- Application Form - With Deal
- Application Form - Without Deal
Where a deal is included you must select the 'With Deal' option to ensure your deal gets the next available VP.
Please refer to the Supported Document Types (right) to see the Fund Groups supporting this new document type.
Original Article
Following the success of the stock transfer upload service, SS&C has been working with our Fund Groups to allow additional documents to be uploaded via the Secure Distributor Portal. We are pleased to announce that from 26 August we will be adding additional functionality for a pilot set of Fund Groups.
These new documents include:
- AML Documents
- Coverall Forms
- Distribution Mandate
- Dealing instructions
- ISA Transfers
At this stage, it is for a Pilot set of Fund Groups, and all Fund Groups are not supporting all document types, but to help an Upload Matrix is accessible that shows which Fund Group will support each document type (see above right).
Please Note - this does not replace our BAU service of accepting these documents via post; this is an extension (and hopefully you agree, an improvement) to our BAU service.
Additionally, ONLY these document types will be accepted via upload, all other document type transmission methods remain as per previous requirements.
To use the service please login to the Secure Distributor Portal and navigate to the ‘Documents’ section. For further detail on how to use this service, please refer to the DCS Help Centre.
Please regularly review the Upload Matrix for additional fund groups and document types being added to this service.