KAIO App

Overview

This section introduces the KAIO web application and explains how investors can use it to interact with tokenised funds. It provides:

• Investor How‑Tos – step‑by‑step guides for common tasks such as creating subscription and redemption orders, confirming orders, signing agreements and monitoring holdings.

• Investor Pages – a reference for each page available to investors (e.g. Portfolio, Orders, Products, Holdings, Profile) and the actions you can perform on them.

Additional personas (Dealer, Fund Admin, KAIO Admin) and their workflows will be documented in future versions of this guide.

Using the KAIO Website

The KAIO web application offers an intuitive graphical interface for placing orders, reviewing investments and managing your account. Some advanced functions (e.g. bulk onboarding, custom compliance modules) are only available via the KAIO API and are therefore outside the scope of this investor‑focused release.

Object Definitions

To help orient new users, the following terms are used throughout the guides:

Term	Description
Fund	A pooled investment vehicle managed by a fund administrator and comprising one or more instruments.
Instrument	A specific tokenised share class within a fund. Instruments encapsulate custom logic (subscription windows, redemption rules, fees).
Order	A request to subscribe to or redeem an instrument. Orders progress through several statuses — CREATED, CONFIRMED, LOCKED and SETTLED — and may be CANCELLED or REJECTED if conditions aren’t met.