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  1. FundApps Support
  2. Implementation
  3. Setup: Portfolios File

Setup: Portfolios File

  • Notes on Various 13F Portfolio Properties
  • Regulator-specific, confidential exemptions
  • Portfolio File
  • Company Type Properties for Shareholding Disclosure
  • Reporting Person Details
  • Removing Entities, Portfolios and Umbrellas
  • Rule Assignments to Portfolios
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