1. Help Center
A centralized knowledge base where investors can quickly find answers to frequently asked questions regarding:
- Fund structure
- Minimum investment
- Withdrawal/redemption process
- Reporting timelines
- Risks of options trading
- Contact details
2. Investor FAQs
A dedicated FAQ page covering:
- How returns are generated
- How options strategies work
- Fund eligibility requirements
- How statements are delivered
- Security & compliance information
- Performance reporting schedule
3. Contact Support
Professional and easy access to your firm’s support team:
- Email support form
- Phone number
- Mailing address
- Hours of availability
- Response time expectations
4. Investor Portal Assistance
Instructions and technical help for your investor dashboard:
- How to log in
- Password reset
- Viewing statements
- Uploading KYC documents
- Updating account information
5. Compliance & Regulatory Support
Dedicated section explaining compliance-related items:
- KYC/AML guidance
- Reporting obligations
- Document submission requirements
- Security of investor information
6. Document Center
A downloadable resource library containing:
- Fund prospectus / PPM
- Subscription agreement
- Risk disclosure statement
- Privacy policy
- Terms & conditions
- Performance reports (if applicable)
7. Service Requests
Forms or links for:
- Updating bank details
- Change of address
- Capital contribution requests
- Redemption requests
- Tax documentation (Form 1065 K-1, etc.)
8. Troubleshooting & Technical Support
Guidance for investors experiencing:
- Login issues
- Portal access problems
- Document upload errors
- Notification failures
9. Emergency Alerts / System Status (Optional)
Update page for:
- Website outages
- Trading platform maintenance
- Investor portal downtime
10. Educational Support (Optional but Valuable)
Short guides explaining:
- Basics of options
- Risk management approach
- How your strategy works
- Market updates