Manage Most Favored Nation (MFN) elections via the Insight Funds dashboard.
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To make MFN elections, you must first have obligations created in Insight. Read more about Creating obligations. |
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Upload fund documents, select MFN Election Form as the Document Type, and specify parties for which you will be making MFN elections in the Legal Entity field.
- Select Approve to finish uploading the MFN Election Form.
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Once the document is uploaded, select the document name from the Fund Documents list to begin entering elections. This will take you to the Make MFN elections screen.
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Select the party/parties for which you would like to make elections via the Select Parties drop-down
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Search for existing obligations that you wish to elect using the search bar.
- Search by Reference text only, Name and description only, or All.
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Filter the obligation search results by Fund
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Filter obligation search results by Investing party
6. Make or Remove elections as needed by selecting the corresponding button next to the obligation text in the search results.
7. Finish by selecting the Exit / Cancel button in the top-left.