Disseminate your fund inventories to your clients in 3 simple steps
- Upload your portfolio using this TPT template (browse, drag & drop or enter manually)
- Check the status. If your file status is "rejected": download the error log, correct the file and upload once more
- Regulatory: Minimum necessary for Solvency 2 reporting
- Basic: Minimum necessary for ESG reporting. Download the error log and correct your file if it's intended for Solvency 2 reporting
Related topics: Understand the error log report Understand the controls Manaos executes on your files Answering access requests Upload my inventories automatically (API, SFTP or email)