Summary
Submit DDQ requests via the portal to ensure they are tracked, routed to subject‑matter experts, and fully auditable.
Steps to submit
- Sign in to the secure portal.
- Navigate to Submit a Request > Investor Information Request > DDQ.
- Complete the DDQ intake form and attach your DDQ template (if available).
- 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.
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