How to Add Beneficiaries to Your Profile
As an investor, adding beneficiaries to your profile ensures your investments are securely designated to the right individuals in case of unforeseen circumstances. Please note that only you, the investor, can add beneficiaries; fund administrators and Venture360 staff cannot add them on your behalf.
Steps to Add Beneficiaries:
Navigate to Your Profile:
From the dashboard, click on Account in the navigation bar below your name.
Scroll to the Beneficiaries Section:
On the Account page, scroll down until you see the Beneficiaries section.
Click the + button.
Then click +Add beneficiary in the top right corner.
Fill in the required details, such as the name, relationship, and contact information of the beneficiary.
Once you’ve added all the necessary details, click Add beneficiary to confirm.
Important Notes:
Beneficiaries can be updated or removed at any time by accessing the same section.
It is highly recommended to double-check the accuracy of the information entered to ensure smooth processing if needed.
Only the investor has the authority to make changes to the beneficiaries section.
For further assistance, feel free to contact Venture360 Support.