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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    • Withdrawn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

Withdrawn

If an investor decides not to continue with the subscription, the entry moves to the Withdrawn tab.

To complete next steps for this subscription:

  1. Click View Details.

  2. Scroll to the bottom.

  3. Click Reject Withdrawal or Accept Withdrawal.

For subscriptions that have been withdrawn (recalled) by the investor, you'll need to implement the following endpoint:

  • Get Asset Details (filter to return assets under the security ID with Withdrawn status)

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Last updated 2 months ago

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