✨ What's new

Fund managers can now create and manage a Terms of Access (ToA) directly within the Investor Portal — giving firms a built-in, legally enforceable way to obtain explicit investor consent before granting access to any portal content.

👥 Who can use it

Fund managers on the Portal or Engagement Hub package can configure and manage Terms of Access in the IDM app → Portal tab → Terms of Access.

💡 Why it matters

Investor portals contain highly confidential fund information. Most GPs are required — by legal, compliance, or internal policy — to obtain explicit consent from investors before they can view any portal content. Without a built-in workflow, firms had to rely on external tools or manual processes, creating legal exposure and audit gaps.

With Terms of Access Management, GPs get a fully auditable, version-controlled consent mechanism built directly into the portal — no external tooling required.

⚙️ How it works

Create and customize your Terms of Access

From the ToA Management tab, fund managers can create a ToA with full control over the content:

• Set a display title, body text, and the accept button copy
• Optionally require investors to scroll through the full terms before they can accept
• Preview exactly how the ToA modal will appear to investors before activating it

Edit with version control

Terms of Access can be updated at any time. The system distinguishes between two types of edits:

• Minor edits (name, title, button copy) — updated in place with no impact on existing acceptances
• Content changes that affect previously accepted agreements — saved as a new version, keeping your audit trail intact

When publishing a new version, fund managers can choose to:

• Require all investors to re-accept the updated terms, or
• Skip re-acceptance for investors who have already accepted a prior version

What investors see

When an active ToA is in place, investors are presented with an acceptance modal the first time they access the portal. They must accept the terms before they can view any portal page — including all current and future custom and system pages. The experience is seamless: once accepted, investors proceed directly into the portal without interruption.