Request To Update Subscription Form

After an investor submits the subscription form (whether a signed version or a soft copy), fund managers have the option to request changes. Depending on the submission, the fund managers can ask the investor to re-apply signatures or update the subscription form (and subsequently re-sign it).

The API body parameter requires a single field, requestChangeType, which must have one of the following two values:

  • SIGNING_FORM: The investor only needs to re-apply their signatures. This applies only when they submitted a signed version.
  • UPDATE_FORM: The investor needs to update the form data. After that, depending on the review settings, they can submit the unsigned version for review or proceed to the signing step.

This action is allowed only when the subscription is in one of the following statuses:

  • PENDING_REVIEW
  • SUBMITTED
  • COUNTERSIGNED
  • PENDING_UNSIGNED_REVIEW
  • COMPLETED
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