Skip to main content

Communication & Oversight

What email notifications will advisors receive?​

  • Auction Phases: Emails indicating the start of Listing and Bidding windows and deadlines.
  • Action Items: Individual emails for specific actions, such as completing and executing documents.
  • Summary Emails: Liquidity Hub is rolling out summary emails for financial advisors managing multiple clients to track activity across their client base.
    Note: Home offices are not included in these specific operational email notifications.

Who has visibility into the auction progress?​

  • iCapital: Has visibility into the overall progress of the auction via the platform.
  • Home Offices: Do not have visibility into the live auction progress for this specific workflow but may request custom reports from Tangible.

Who handles KYC/AML on the buyer?​

  • Standard Process: AML/KYC checks are conducted by the Administrator and Tangible during the finalization phase.