Our approachable investor management experts ensure that funds follow best practice while providing a quality and comprehensive set of services that pave the way for your fund to thrive.

We offer:

  • On-boarding of investors, ensuring compliance with local regulatory requirements and international standards.
  • Maintaining investor records and contacts.
  • Processing subscriptions and redemptions (calls and distributions).
  • Promptly dealing with investor queries on your behalf.
  • Issuing investor notices as required.
  • Reporting and transfer agency.
  • Ongoing maintenance of share registers.

 

To discuss our investor services, please contact Ian Horswell, Global Head of Business Development, Funds:


Ian Horswell

GLOBAL HEAD OF BUSINESS DEVELOPMENT, FUNDS


To learn how we can enhance your business, contact Ian:

T: +44 1534 635742
E: ian.horswell@suntera.com

See Ian’s profile