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.