Route
CMA fund perimeter, offer basis, and appointed-role binding
Outcome
Review fund perimeter, investor suitability, unit issuance, and servicing controls before opening the workspace.
Timing
~2–6 weeks to bind perimeter, role pack, offer basis, and register model.
Control roles
Program setup and distribution basis
Investor qualification and subscription acceptance
Allot units and confirm register
Service, redeem, and reconcile