Being connected with EdgeLink makes the sharing of Offering information & updates easier and more efficient for connected parties.
Offering updates are only communicated Issuer to Dealer. Dealer changes are not communicated to the Issuer.
What can be shared VIA Edgelink?
Offering Detail Updates
If any details* within the Offering Details are changed, an EdgeLink update is sent to any connected party of your Offering.
*Note: An Edgelink update will be sent to the connected party when any of the following settings within an Offering are updated:
Offering Name
Security Type
Annual Yield
Sector
Units
Unit Description
Unit Allowed Decimals Places
Currency
Cost per Unit
Minimum Amount of units
Unit Increments
Responsibility
Investor Profiling
What jurisdiction is this offering available?
Investment Objectives
Projected Time Horizon
Accredited Investors Only
Registered Accounts Allowed
Offering Commission
On Purchase
Commission
Administration Commission
Formation Date
Fund Term (Years)
Fund Description
LP Type
LP Ratio
LP Offering Link
Fundserve Reference
Is there a Trailer Paid?
Offering CMV updates
If any details within the Offering's Current Market Value (CMV) tab are added or updated, an EdgeLink update is sent to any connected party of your Offering.
Offering Document Updates
If any files within the "Document Control" tab of an EdgeLink-connected Offering - Approved Offering Documents, Approved Marketing Material, or Approved Investor Updates (Offering) - are added or updated by the Issuer, the system will send an update to any connected party of your Offering.
Connected Party Receiving the Offering Update
Any change or update to the Offering, CMV or Documents would need to be reviewed by the receiving party in their EdgeLink "Pending Updates" table - to either be accepted or declined.
The update to the connected party would display the below detail in their EdgeLink Pending Updates table:
Request Type - Offering Update
Company - Name of Connected Party
Updated On - Requested Date
Updated By - Initiator of the change
Details - a summary of the original and updated data
Action - Accept or Decline
If available, clicking 'Review' on the pending update would display the changed information for you to review. Connected users could either accept or decline the update.
Accept
When clicked, the information in the receiving party’s system is updated.
Decline
When this is clicked, the Offering information is not updated and the notification goes away.