How to submit a Due Diligence Request (DDQ)

Summary
Submit DDQ requests via the portal to ensure they are tracked, routed to subject‑matter experts, and fully auditable.

Steps to submit

1. Sign in to the secure portal.
2. Navigate to Submit a Request > Investor Information Request > DDQ.
3. Complete the DDQ intake form and attach your DDQ template (if available).
4. Click Submit — you will receive an acknowledgement email with a ticket number.

What to include

• Fund name and Fund ID (if known)
• Your name, firm, role, and best contact details
• DDQ template or list of requested documents (attach file)
• Preferred deadline (business days) and reason for urgency
• Any scope notes (e.g., “only audited financials, last 3 years”)

What happens next

• Acknowledgement within 1 business day.
• Triage and assignment to a DDQ specialist.
• Evidence collection and internal review (Legal/Compliance as required).
• Delivery via secure portal; status updates posted to the ticket.

FAQs

• Can I submit a partially completed DDQ? — Yes; attach what you have and indicate remaining items.
• Can I request redactions? — Yes; please state redaction requirements on submission.