You chose Options 1B, 2A, 3B and 4A.
Based on these selections, a sub-adviser should complete the following modules:
- Either (i) Modules 1, 2 and 3 (i.e., the basic investment manager set up) or (ii) the short form manager module, in either case with the responsible investment ("RI") module; and
- The trading strategies ("TS") module.
For your convenience, these modules have been assembled together into a basic set up version and a short form version which are both presented below. Select the one that works best for your intended use.
The short form manager portion of this module represents a subset of the questions found in the Basic Investment Manager Set Up. The short form option is available to everyone, but is often preferred by emerging managers and managers who want a simplified form to use with investors in the initial stages of the operational due diligence process.
