Ben Mendez
- Total activity 10
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Activity overview
Latest activity by Ben Mendez-
Ben Mendez created an article,
Escalations and service level expectations
SummaryIf a request needs urgent attention or an SLA appears breached, follow the escalation process below.Standard SLAs (examples)Acknowledgement: 1 business day.Routine documents: 3–7 business d...
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Ben Mendez created an article,
How to schedule a call with Investor Relations
SummaryBook time with Investor Relations for portfolio updates, quarter‑end reviews, or specific queries.Booking a meetingPortal: Support > Schedule a meeting.Provide preferred times (include time...
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Ben Mendez created an article,
Capital calls and distributions — investor guidance
SummaryHow capital calls and distributions are announced, where to find supporting documents, and how to confirm payments.NoticesCapital call and distribution notices are posted to the portal and ...
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Ben Mendez created an article,
Request tax documents (K‑1, 1099, or local equivalents)
SummaryHow to obtain year‑end tax forms and request corrections or reissues.How to obtainPortal: Documents > Tax > [Year] — download your forms.If missing, submit Tax Document Request with investo...
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Ben Mendez created an article,
Accessing the secure document portal (login & troubleshooting)
SummaryHow to log in, recover access, and download documents from the secure investor portal.Login stepsVisit the portal URL and click Sign in.Enter your registered email; proceed with SSO/MFA if ...
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Ben Mendez created an article,
How to submit KYC / AML documentation
SummarySubmit KYC/AML documents securely via the portal. Timely and complete KYC prevents delays to distributions and access.Typical documentsIndividuals: passport/government ID, proof of address, ...
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Ben Mendez created an article,
Legal entity name changes & ownership updates (credit business example)
SummaryLegal name or ownership changes require documentary evidence and coordinated approvals across Legal, Compliance and Investment teams. This article explains required documents, the workflow, ...
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Ben Mendez created an article,
How to update your contact information and banking details
SummaryKeep contact and banking details current to ensure you receive notices and distributions without delay. Banking changes require secure submission and verification.Update contact detailsSign ...
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Ben Mendez created an article,
How to request quarterly and annual investor reports
SummaryStandard quarterly and annual reports are published to the secure portal. Use the portal to download standard reports or request bespoke extracts.How to get standard reportsPortal path: Docu...
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Ben Mendez created an article,
How to submit a Due Diligence Request (DDQ)
SummarySubmit DDQ requests via the portal to ensure they are tracked, routed to subject‑matter experts, and fully auditable.Steps to submitSign in to the secure portal.Navigate to Submit a Request ...