I want to refund an investor, what do I do?

From time to time an investor may overfund their investment or request a refund before the closing of a deal. When faced with investors requesting a refund, it is first necessary to identify their method of payment and then take the specified course of action. 

Digital Payments (Credit Card and Secure Bank Transfer): Please speak with your Account Manager who will be able to assist you with pushing funds back to the investor’s card or account. 

Offline Payments: You will have to liaise with the investor to confirm account details and arrange the return of their funds. Each investor’s contact details are provided in the investor profile and it is best practice to confirm these details with the investor before issuing the refund.