Overview
This guide is meant to ensure the Filing Manager (FM) is correctly configured to communicate with the AFM portal.
How to Update FM Credentials & User Details
Add and save your AFM user credentials in the Filing Manager AFM screen by clicking the menu cog icon on the far right side. AFM access code and password must be configured for each entity.
Additionally, the User Details (name, telephone, and email) must be configured by clicking the silhouette icon.
Company Name for AFM Filings
For FM Netherlands filings, Filing Manager uses the input from the CompanyName field that's configured under Portfolios & Entities > Forms Properties > Company Details.
This should match the company name in the AFM portal. If it does not, add the matching name under Portfolios & Entities > Forms Properties > Netherlands > CompanyNameAFMNL.
The CompanyNameAFMNL field is only used for FM Netherlands filings.
BIC for AFM Filings
For FM Netherlands filings, Filing Manager uses the input from the BicCode field that's configured under Portfolios & Entities > Forms Properties > BicCode.
This is an optional field and should only be filled out if configured in the AFM portal.