Word document is allowed for disclaimer; and Word Document or PDF is allowed for prospectus.
No, once you published a fund, we can’t undo this. Remember, if there are no clients with access to your firm/fund information, no clients can see the published information.
Yes, you can change the deadline on Door via the Projects Overview page. In the Project Information section, click on the ‘clock/person’ button next to Deadline.
Qvidian, Rocketdocs 2.0, Loopio and Responsive. Additional details here
No, it is advised for only one user to work in a question at once. However, multiple users can work in the same sub-section.
On the projects page, if you click the ‘outstanding projects’ toggle button, this will reveal all projects.
Unlimited amounts of accounts.
The usual completion rate is between 90-100%. Remember, this doesn’t mean an AM has provided a full response for each question. Writing n/a in the answer box counts towards your % completion.
If you see one of your funds has an attestation request. This means one of your fund investors has requested an update for a question that they have previously requested.
No
No
No, but you can create you can create your own question set using the “Question Studio” functionality. Additionally, fund investors can ask proprietary questions. These questions will be reviewed by the Door FI team.
We aim to not change the Door DDQ often, as this creates extra work for the Asset Managers. As the industry evolves Door will capture regulatory developments and (esg dei) changes.
These are compilation of questions put together by Door to form either:
• A standard question set for example Level 1 and ESG, that can be requested by all fund investors. These use only Door standard questions.
• A specialised question set for a particular fund investor to request. This can use a combination of Door standard and proprietary questions.
Alternatively, it can also be a question set created in Question Studio by an asset manager to be used to invite fund investors. These can only use Door standard questions.
No, we suggest AMs either start with requests they have already received by funds investors or start with the level 1 question set, which is about 80-100 questions. The full DDQ is around 400 questions.
We suggest that AMs on Door should update their quantitative data every quarter. Any qualitative information that changes can be updated ad-hoc as changes occur or in line with your usual review frequency for DDQ material. Fund investors expect information to be up-to-date.
No, the API is not a reverse API. It only works one way – RFP Library to Door.
We accept PNG.format for firm logos and please send this to your Client Relationship Manager.
Please email you CRM with your updated firm name.
If you do not have one already, request a product upload Excel (aka. Product list) from your Client Relationship Manager, (usually received during onboarding). Please complete/update this Excel with changes and send to your Client Relationship Manager.
Lead users can add additional user accounts via the User Management section on Door. If you are not a lead user, please contact the Lead user at your firm or your Client Relationship Manager at Door.
Lead users can change access levels for Deputy, Editor and Read-Only users, via the User Management section on Door. If you are not a lead user, please contact the Lead user at your firm.
If you need to change your Lead user or do not know who this is, please contact your Client Relationship Manager at Door.
No, your Client Relationship Manager at Door can do this for you.