On December 6, 2021, with the switch in fund administrators, the contact information will also change. The document below provides you with the new contact information.


The OLA portal will allow investors to transact in their account(s). In addition, investors will be able to access account level information such as statements, balances, and history.

The FundsAUM portal (serviced by Atlantic Fund Services) is designed for an organization’s staff and consultants to view information about their account(s) including, AUM, transactions, statements, etc. The FundsAUM portal is for users who are not the authorized user for the OLA portal, where transactions are made. The FundsAUM portal does not allow you to transact in your account.




CBIS Fund Transformation Page >>