Setup Task

Set the investor mandate

Define risk, scope, rails, and liquidity. This step is required before managed subscriptions and policy-driven product eligibility, but not for basic workspace browsing.

Open payment methods Back to guided setup

Entity In Scope Entity not linked yet Mandate is attached to the investor entity and later drives catalog eligibility.

Mandate Status Not started Needed before managed subscriptions and policy-driven eligibility.

Risk Profile Risk profile not set Defines return expectations and permissible product volatility.

Allowed Rails No rail policy Constrains which payment methods can later be attached to the entity.

Investment Policy Wizard

Mandate configuration

Define investment guardrails. Refine later in the workspace.

Step 1 of 4. Define the risk posture and core sizing rules before the rest of the policy is configured.

Risk profile

Target net yield band

Minimum ticket amount

Ticket currency

Single-name limit

Use typed values for risk, ticket, scope, rails, and liquidity.

Current Rules

Mandate snapshot

Product scope No instrument scope Used later to determine which catalog cards and opportunities are actually eligible.
Geography No geography policy Corridor and jurisdiction policy used in compliance and deal screening.
Concentration No single-name limit Portfolio diversification constraint for future allocation checks.
Liquidity No liquidity rule Used to match tenor, gate profile, and treasury needs.