Key Resources
First things first, let's get acquainted with some key resources that will be core to your usage of FundApps.
Help Centre
You're currently using this resource! We regularly add articles with useful information, including how-to articles and frequently asked questions.
FundApps Documentation
The FundApps Product Documentation focuses on the data specifications for the properties required in your files; this is more useful for data and/or IT teams. This includes the live coverage of all jurisdictions and forms we cover and our uptime statistics.
Additionally, we provide Technical Guides for integrating with FundApps APIs.
Community
Ever had a question a fellow compliance officer at another firm would perhaps know the answer to? Ever wondered how other people approach data issues? There's strength in numbers - benefit from our hive mind, we currently have 100+ clients, 1000+ users across 20+ countries. By utilising our community, you can access a network of the world's top investment managers, sovereign wealth funds and investment banks. The community provides a space to share your knowledge, call on others and benefit from a universal standard in regulatory compliance. You also have access to a suite of services used and enriched by our clients, like the Global Company Database. Interested? Sign up here!
The FundApps Learning Hub
The Community portal also contains a growing set of resources aimed at helping both those new to regulatory compliance and those who want to deepen their knowledge. Complete with easy-to-digest videos and PDF summaries, you will learn directly from our subject matter experts.
Rule Commentary
A secure forum for you and our other users to engage in discussion and get answers from a passionate community of clients, partners, and FundApps experts. If you want to share your opinion/experience on any specific regulation or disclosure filing process and want to see what other clients’ opinions are. It is also a good way of asking specific regulatory questions to our Regulatory team.
You can find the Rule Commentary on any rule in your environment.
Feature Requests
If you have any feature suggestions or enhancements or wish to see what is being worked on now or in the future. Any great ideas are welcome! Other clients can comment on feature requests, and you can comment on other clients’ to upvote and add priority to their proposed features, which may benefit you also. Our Product team actively reviews this board and updates it with comments on the status and next steps.
Global Company Database
Our Global Company Database (GCD) gives you access to company-specific information required for regulatory disclosures. It serves as a repository of data and information that has already been vetted and aggregated on behalf of users. We currently have information for over 1.5M companies. As users, you have the ability to review and add to the GCD. We provide access to articles of association data for companies across Europe. We also provide a consolidated list of Takeover Panel information, Public Major Shareholding Disclosure filings and Short positions, including the most shorted companies.
Getting in Touch
Raising a Support Ticket
Our support team comprises Client Success team members based in London, New York and Singapore. The most efficient way to contact the support team at FundApps is by emailing [email protected].
Support Ticket Best Practices
Provide a summary of the issue and if this is impacting a rule, a form or a general question.
Provide information on dates or result links, where possible.
Provide evidence of memo or legal guidance, if applicable.
Give us feedback!
For further top tips, see this page here!
Critical Support
Two scenarios exist which may require contacting us at [email protected]:
You are unable to access the FundApps website (and you have a valid login);
You are unable to upload a position file for checking; i.e. you are able to log in but cannot establish a connection to upload the file (note: validation errors are out of scope).
In both cases, we would just ask you to confirm that your internet connection is working, but then contact critical support. This will ensure that all the relevant people are notified immediately, as we have a system called PagerDuty, which actively notifies the person on support 24/7.
Outside of normal office hours, we have a 24-hour virtual assistant who will route you through to a FundApps employee if you say that you are unable to access your environment or are unable to upload a file.