INVESTOR SERVICES

 

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 complete the form below.