Investment Funds can add delegates to their Portal profile. This allows the Investment Fund to permission another institution (‘the delegate’) to complete specific tasks on the Fund’s behalf, including submitting request changes and communicating with the Central Bank in relation to those changes via Portal Messages.
To add a delegate, the Investment Fund’s Portal Administrator/user* simply goes to the Manage Delegates screen and selects ‘Add Delegate’. A list of applicable institutions will be displayed from which the Portal Administrator can select the correct delegate. The Portal Administrator can then assign the relevant permissions to the delegate.
A key feature of the Central Bank of Ireland Portal is our institution selector. This displays the institution(s) that you can access on the Portal. For Portal users of delegated institutions, you will not only see your institution’s details in this field, but you will also be able to select the Investment Funds that have added your institution as a delegate; these funds are identified with a rectangular label “Delegate” to the right of their name. By selecting the Fund, the delegated user will be able to complete tasks (as permissioned) on behalf of the Fund.
Detailed help articles will be published ahead of the roll out to Investment Funds in January 2021.
*Portal users need to have the appropriate permissions to complete these activities. Permissions are assigned to all Portal users by the institution’s Portal Administrator.