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Asset Management Guide: Primary Market
Asset Management Guide: Primary Market
  • Getting Started with the Asset Manager Portal
  • Adding and Launching a Fund
    • Legal Entity Information
    • Fund Information
    • Offering Terms
      • Offering Terms for LP Funds
      • Offering Terms for LLC Funds
      • Offering Terms for Other Funds
    • Operations Information
    • Summary/Launch Fund
  • Managing Selling Firms
  • Managing Subscriptions
    • Subscriptions Received
    • Pending Remediation
      • Remediation Reasons
    • Pending Settlement
    • Pending Issuance
    • Withdrawn
    • Canceled
    • Related How-Tos
  • Managing Investors
  • Customizing Views
  • Managing Team Members (User Access List)
    • Granting Access to a Fund
    • Setting Permissions for a Fund
    • Removing Access to a Fund
  • Managing Correlation IDs
    • Security Correlation IDs
    • Share Class Correlation IDs
    • Lot Correlation IDs (Asset Correlation IDs)
    • Investor Correlation IDs
    • Account Correlation IDs
  • Editing Your User Profile
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  1. Managing Subscriptions

Pending Remediation

If you send a subscription for remediation, it moves to the Pending Remediation tab.

It remains here until the investing organization makes the necessary changes and resubmits. It then moves back to the Subscriptions Received tab.

For subscriptions that are pending remediation, you'll need to implement the following endpoints:

  • Get Asset Details (filter to return assets under the security ID with Pending Remediation status)

  • Get Asset Details (filter by asset ID)

PreviousSubscriptions ReceivedNextRemediation Reasons

Last updated 27 days ago

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