A portal is provided for all investors in the Loftus Peak Global Disruption Fund by Apex Fund Services, the Fund's administrator. The portal allows investors to view important information about their investment including statements, reports and transaction history. It also provides the ability to update details.
For both listed holdings ('CHESS') and unlisted holdings ('Issuer Sponsored'):
- To view or update your details you must first register using the Account Login section. Once registered, you can continue logging in with the username and password you have created.
- To view your holdings at a glance use the Listed Holding Login section. You will not have the ability to update your details if you use this section to log in.