Overview
As part of the Filing Manager BaFin workflow, we require our users to save their BaFin username, password, and BaFin_ID in FundApps. This allows our product to submit the short report with the user’s BaFin account.
Adding BaFin Credentials
To add your credentials, the user will have to follow the following steps.
1. Add and save your BaFin user credentials in the FM BaFin screen by clicking the menu cog icon on the far right side.
2. To get your BaFin ID, log in to the BaFin portal, select Net Short Position, and the name of the entity registered. Your BaFin ID will be displayed in the blue box on the right. If you have multiple entities registered, please make sure to map these IDs correctly in FundApps.
3. Make sure your BaFin ID has been saved in the Form Properties tab of the appropriate portfolio/entity under Regulator IDs > BaFinID.
Once saved, you are all set to use the Filing Manager BaFin.