Edit one fund at a time in the signed-in Client Portal. Menu labels and available actions can vary with account and product state; follow the current screen and any moderation notice. Saving or uploading submits the displayed content and is not, by itself, proof of acceptance, publication or visibility.
Step-by-Step Guide to Editing Your Funds Profile
How do I access the funds profile editor?
Log into your Client Portal
Navigate to the Funds Management tab
Click on "Fund Manager", then "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
In the English interface, Update Strategy Avatar uses the displayed image gallery. Choose an image from the gallery; this window does not currently show a Browse or file-upload field.
Select Update Identity to submit your selected avatar, or Cancel to close without saving.
In the English interface, the separate Fund Manager photo control is Upload Profile Photo. It also opens an image gallery: choose an image, then select Save to submit or Cancel to close without saving. This differs from the individual fund’s Update Strategy Avatar window, which uses Update Identity.
Updating an Individual Fund’s Strategy Description
In My Strategies, open the intended fund’s three-dot menu and select Edit Investment Mandate.
Update Strategy Description. Keep the existing fund name unchanged after creation; this is separate from your shared Fund Manager introduction.
Review the description, then select Publish Strategy to submit it in the English interface, or Cancel to leave without saving.
Reopen the same fund and check its description and any current status or moderation notice. Submission alone does not prove approval or visibility to every investor.
Updating Your Professional Background
Edit your Fund Manager introduction through My Strategies → Complete Manager Profile → Update Manager Credentials. Select Save Changes to submit or Cancel to leave without saving. This introduction belongs to your shared manager profile and can appear on more than one fund. Describe your overall experience and approach here; use the individual fund's Strategy Description for fund-specific information. Follow the character limit displayed in each editor.
What to Include:
You can add or edit information about:
Trading Background: Your experience and history in trading
Investment Objectives: Your overall investment objectives and approach
Trading Goals and Approach: Your strategy, methodology, and trading philosophy
Risk Management: Your general approach to managing risk (optional)
Character Limit:
Use the character limit displayed for the specific field. The Fund Manager introduction and an individual fund description are separate fields; do not apply one field’s limit to another.
Check the current state after saving
Confirm the intended fund avatar or Fund Manager introduction separately on the current page.
Read any error, status or moderation notice; a successful save or upload does not by itself mean the content was accepted or published.
Determine visibility from the current page and audience, account and product state; do not promise that every investor can see the content.
Check the shared Fund Manager introduction on each relevant fund detail page. Verify each fund's individual avatar and strategy description separately.
Keep personal, banking and security credentials out of profile content. Describe experience and approach accurately; do not claim guaranteed returns, approval, visibility or investor outcomes.