If you would like to update an investment entity's information then please follow the below steps.
Note: If you would like to update your personal individual information then please refer to this help article.
Open your "Entities" page - https://portal.gxe.com/v/account/entities
Click the blue text "View details" under the investment entity that you would like to update
Click the blue text "Update entity information"
Work through each of the tabs for the investment entity and update the relevant information.
Note: Not all information can be updated. If you can't update what you'd like to then please contact support@gxe.com
Once you've updated the relevant information then navigate to the last tab "Review and submit" and scroll down to the bottom of the page to the "Declaration and submit" section. Click the "I declare the above information is correct" and then click the blue "Submit application" button.
Your entity's information is now updated on GXE!
If you have existing documentation pending signature that was generated prior to you updating your information then you'll need to email support@gxe.com to request the documentation to be regenerated with your correct information.
Getting additional help
If you are still running into trouble or have any questions then please contact us at support@gxe.com for assistance.
The material on this page is provided by GXE Management Pty Ltd (ACN 652 482 598), a corporate authorised representative (CAR No. 1292543) of GXE Fund Services Pty Ltd (ACN 162 966 609, AFSL 460870).
This material is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell any financial products. The information in this presentation or communication is directed and available to residents of Australia only deemed to be Wholesale Clients under section 761G of the Corporations Act 2001.
This information is intended to be general in nature and is not personal financial product advice. Any advice contained in this document is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs.
You should seek independent financial advice and read the relevant disclosure statements or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product.