As a Funds Manager, maintaining an up-to-date and compelling funds profile is essential for attracting potential investors. Your funds profile serves as the professional introduction for each fund you manage and helps build trust with those considering subscribing to your funds.
Overview
You can personalize each funds profile by updating the profile photo and professional background information. These elements are specific to each individual fund and are visible to potential investors researching your funds.
Step-by-Step Guide to Editing Your Funds Profile
Accessing the Funds Profile Editor
Log into your Client Portal
Navigate to the Funds Management tab
Click on "Funds Manager" → "My Strategies"
Select the specific fund for which you wish to update the profile
Click the three-dot icon (menu icon) next to the fund
Select "Update Strategy Avatar" from the dropdown menu
Updating Your Funds Profile Photo
The funds profile photo is an important visual element that helps investors identify and connect with your fund.
Steps to Upload:
Click "Browse" to select a photo from your device
Choose an appropriate image that represents your fund professionally
Ensure your photo meets the technical requirements:
Dimensions: 800x800 pixels
File Size: Less than 15MB
Format: PNG or JPG only
Upload the selected photo
Photo Guidelines:
Use a clear, high-quality image
Ensure the photo is professional and appropriate
Avoid images that violate content guidelines
Consider using imagery that reflects your trading approach or professionalism
Updating Your Professional Background
The professional background section allows you to describe your fund's approach and your expertise as a Funds Manager.
What to Include:
You can add or edit information about:
Trading Background: Your experience and history in trading
Investment Objectives: The goals and targets of this specific fund
Trading Goals and Approach: Your strategy, methodology, and trading philosophy
Risk Management: How you approach risk in this fund (optional)
Character Limit:
Maximum 1,000 characters for the entire professional background section
Writing Tips:
✓ Be Clear and Concise
Use straightforward language that investors can easily understand
✓ Be Honest and Transparent
Accurately represent your experience and approach
✓ Highlight Your Strengths
Emphasize what makes your fund unique or your approach effective
✓ Explain Your Strategy
Help investors understand how you make trading decisions
✓ Set Realistic Expectations
Avoid making exaggerated claims or guarantees
✓ Review Content Guidelines
Ensure your description complies with all platform content policies
What Information is Visible to Investors
When potential investors view your funds profile, they will see:
Funds-Specific Information:
Funds profile photo (if uploaded)
Professional background description
Fund name and description
Fund performance metrics and statistics
Trading history for this specific fund
Funds Manager Information:
Your country of residence
Your overall trading history on the platform
All other funds you manage (if applicable)
Important Note:
Your funds profile information is publicly visible to all potential investors browsing available funds. There is no option to hide this information once your fund is active.
Best Practices for Your Funds Profile
Keep Information Current
Update your professional background as your approach evolves
Refresh your profile photo periodically if needed
Ensure all information remains accurate and relevant
Maintain Professionalism
Use professional language and tone
Avoid slang, jargon, or overly technical terms
Proofread for spelling and grammar errors
Be Investor-Focused
Write from the perspective of what investors want to know
Address common investor concerns
Explain how your approach benefits investors
Comply with Guidelines
Review and follow all content guidelines
Avoid prohibited content or claims
Ensure your profile meets platform standards
Important Reminders
Profile Visibility:
All information in your funds profile is visible to potential investors. Ensure everything you include is accurate, professional, and compliant with platform guidelines.
Content Moderation:
All profile content is subject to review and moderation. Content that violates guidelines may be removed, and repeated violations could result in account restrictions.
Regular Updates:
While you can update your funds profile at any time, consider reviewing and refreshing your information periodically to keep it current and relevant.
Need Help?
If you encounter any issues updating your funds profile or have questions about what information to include, please contact our support team through Live Chat or submit a request through the Service Hub. We're here to help you create an effective and compliant funds profile.