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.

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    Banking anf financial services

    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.