We provide a complete one-stop solution for investment managers including AFSL licensing, structuring advice, trustee, corporate CCIV directorship, online application & registry, fund administration and distribution & marketing.
We help establish and run wholesale unit trusts, MIS Funds, ESVCLP Funds, CCIVs, stapled products, and separate managed accounts.
We provide Corporate Authorised Representative appointments for domestic and offshore investment managers as well as trustee and fund administration services for wholesale funds and managed investment trusts (MIT funds).
Additionally, we also have a broad depth of skill and experience in capital raising and distribution.
Our team is highly experienced in all aspects of funds management and brings this experience to assist our Clients. The objective of our experienced team is to provide fund managers with a commercial and pragmatic partnership.
Our team’s extensive experience in funds management covers fund licencing, establishment, compliance, management and distribution/capital raising. This experience has been gained across multiple asset classes including Private Equity, Venture Capital, Property, Credit, Debt, Equities, Real Estate and Agriculture.
We support our Clients by providing core financial services licensing and fund administration, allowing our Clients to focus on investment management and achieving returns.
As a privately owned, non-aligned financial services company we are well-equipped to provide independent, tailored and client-focussed solutions.
Appointing investment managers as Corporate Authorised Representatives (CARs) under our AFS Licence
Acting as the independent trustee and corporate director of wholesale managed investment funds and MIT funds
Working with the Investment Manager and the external tax/accounting advisers & auditors
Assisting investment managers in raising capital and distributing their funds