Funds Administration

Key Person (As Per Fund Document)

Key Person panel captures details of key members associated with the deal. The details included are:

  • Name: Name of the member.
  • Gender:  Gender of the person.

The details of key persons gets auto-populated from DAF initially, AIF user can also add or remove any new person at a later stage.

To add Key person, follow the below steps:

1. Click on the Add button in the top right corner.


2. Update the details, and click the Check() button from Actions column to save. 


3. To edit a person's details, click on the Edit icon () in the Actions column.  After making the changes, click on Check () button to save.

4. To delete person's details, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the member details.