Archived funds and strategies

• How to archive funds or strategies
• What happens when a fund or strategy is archived?

Funds or strategies can be archived by the Portfolio Manager (PM) or Strategy Provider (SP) when they have no active orders. Archived funds/strategies count towards the maximum amount of funds/strategies a PM/SP can have, and Investors cannot start new investments into them.

A fund/strategy can only be archived if there are no active orders in the fund.

Note: When a fund/strategy experiences stop-out, all the active investments in the fund/strategy are closed and are archived. You can view the funds in the Archived Funds tab.

How to archive funds or strategies:

1. Log into your Personal Area.
2. Open the Portfolio Management tab.
3. Click View details on the fund/strategy you wish to archive.
4. Open the Settings tab of the fund/strategy.
5. Click Archive the fund at the bottom of this area.
6. A page will ask you to confirm this action, if the fund/strategy meets the requirements.

The fund/strategy will now be archived; this action cannot be undone.

What happens when a fund/strategy is archived?

• For new Investors: the fund/strategy will become unavailable for joining or investing through the fund/strategy link, fund/strategy code, or QR code.
• For current Investors: all active investments will be closed. The fund or strategy will be available only to view.
• For the PM/SP: All pending requests will be completed automatically. All active investments will be closed. The fee will be paid out at the end of the billing period. The fund/strategy will be available to view only. The trading account will be archived.

Once a fund/strategy is archived, it cannot be restored so it may be necessary for the PM/SP to create a new fund or strategy.