Gain visibility into preferred returns
We’ve made updates to the Interest Summary to provide Admins and interest holders more visibility into preferred returns.
What's important or valuable about this change?
You can now easily see the total accrued value for each interest based on the compounding period and accrual rate. The new preferred returns section provides visibility into the:
- Accrued Value
- Compounding Period
- Accrual Period
- Accrual Rate
- Accrual Start Date
- Principal Amount
- Day Count Convention
What do I need to do?
Navigate to the Interest Details page for an interest and find the Preferred Return section at the bottom of the Interest Summary tab. Note that the interest type must be enabled with “preferred returns” for this section to appear in the interest details summary. Contact your CSM for more information.
How do I learn more or get help?
For more information, visit our support site.