/Edit general Information table items

Search Knowledge Base by Keyword

Edit general Information table items

Up to 49 items can be displayed in the General information table.

1) Select which items are displayed

  • mouseover the General info table and click “Edit Settings”
  • select items in the settings dialog and click save

2) Change items values

Items in General informatian table come from various sections in Topsheets. See the table below to find out in which section adjust a particular item.

General Information Table
ItemItem Location
AUMAUM
AddressCompany Profile / Company Info
AdministratorMore Information / Other Program Terms
AdvisorMore Information / Other Program Terms / Legal Advisor
AuditorMore Information / Other Program Terms
Base CurrencyProgram Terms / Investment
Brokerage FeeProgram Terms / Fees
CompanyCompany Profile / Company Info
Company SkypeCompany Profile / Company Info
Contact PersonMore Information / Other Program Terms
Country NameCompany Profile / Company Info
CustodianMore Information / Other Program Terms
Drawdown LimitMore Information / Other Program Terms
EmailCompany Profile / Company Info
FaxCompany Profile / Company Info
Highwater MarkProgram Terms / Fees
Inception DatePerformance Data
Investment RestrictionProgram Terms / Investment
Investment StyleStrategy / Style
Legal AdvisorMore Information / Other Program Terms
Legal StructureProgram Terms / Others
Leverage UsedMore Information / Other Program Terms
Licence NumberCompany Profile / Company Info
LiquidityProgram Terms / Investment
LocationCompany Profile / Company Info
Management FeeProgram Terms / Fees
Margin to EquityProgram Terms / Others
Min. InvestmentProgram Terms / Investment
Morningstar RatingMore Information / Other Program Terms
NotificationMore Information / Other Program Terms
Number of AccountsCompany Profile / Company Info or Program Terms / Others
PerformanceProgram Terms / Others / Calculation Method
Performance Compiled byCompany Profile / Company Info
Performance FeeProgram Terms / Fees
PhoneCompany Profile / Company Info
Portfolio ManagerMore Information / Other Program Terms
PrincipalCompany Profile / Principal Info
Reporting PeriodMore Information / Other Program Terms
RT per MillionProgram Terms / Others
Social MediaCompany Profile / Company Info
Structural FeeProgram Terms / Fees
Subscription FeeProgram Terms / Fees
Subscription TermsMore Information / Other Program Terms
Targeted ReturnMore Information / Other Program Terms
Tax Form TypeMore Information / Other Program Terms
WebsiteCompany Profile / Company Info

Need help? Feel Free to Ask

To make this site work properly, we sometimes place small data files called cookies on your device. Most big websites do this too. Show details Ok

About cookies

What are cookies?
Cookies are small text files that are placed on your computer by websites that you visit. Websites use cookies to help users navigate efficiently and perform certain functions. Cookies that are required for the website to operate properly are allowed to be set without your permission. All other cookies need to be approved before they can be set in the browser.

How to control cookies?
You can control and delete the cookies that are stored on your computer. Please see aboutcookies.org for more information.

Marketing/Tracking

_gat_gtag_UA_*_1 This cookie is used by Google Analytics to store and track conversions.
Retention period: 1 hour.
Domain: www.fundpeak.com

Statistics (anonymous)

_ga This cookie is used by Google Analytics to count and track pageviews.
Retention period: 2 years.
Domain: www.fundpeak.com

_gid This cookie is used by Google Analytics to count and track pageviews.
Retention period: 1 day.
Domain: www.fundpeak.com

Functional

privacy_embeds This cookie is used by Fundpeak to store user privacy preferences.
Retention period: at least one session.
Domain: www.fundpeak.com

Third party

_GRECAPTCHA This cookie is used by Google. reCAPTCHA sets a necessary cookie when executed for the purpose of providing its risk analysis.
Retention period: 6 months.
Domain: www.google.com