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: