Our difference
Polar 993 combines breadth of experience in funds management and a focused client service approach.
Experienced fund manager
Being experienced as fund managers and experienced in structuring & compliance provides us with an edge to really understand our Clients’ needs and helps us to provide a tailored bespoke service for our Clients. The Polar 993 team brings an efficient, practical & commercial depth of knowledge and experience to help service our Client’s needs.
Work with the experienced principals
Partnering with Polar 993 our Clients work with our senior Principals. This ensures that we are able to share our experiences and learnings with our Clients - allowing for maximum efficiency.
Professional, efficient & commercial
We are nimble and efficient, and we have in house legal, accounting and compliance skills which provides our Clients with time and costs benefits.
Allow the investment manager to do what they do best
We see our role as assisting the fund manager in ensuring that the regulatory and compliance matters are adhered to the highest standards. The fund manager is able to focus on investments and generating returns.
Making it easy for the Fund Manager
Our objective is to provide support to our Clients by providing the core financial services licensing - allowing our Clients to focus on investment management and achieving returns. From the outset we assist our Clients by providing pro-forma documents of the four key agreements required which simplifies and expedites set up process:
- Fund Trust Deed/Constitution – The Trust Deed or otherwise known as the Trust Constitution is the document that establishes the existence of the Fund which is a fixed unit trust.
- Information Memorandum – The Information Memorandum compliments the Trust Deed and is the core document by which a Fund raises capital and obtains new investors. The fund Information Memorandum will be branded with the Investment Manager’s name and logo.
- Corporate Authorised Representative Agreement – This is the agreement by which Polar 993 authorises its clients to act as a Corporate Authorised Representative under Polar 993’s AFSL Licence. A CAR authorisation, allows the investment manager to provide general financial services advice to wholesale clients.
- Investment Management Agreement – the Investment Manager is appointed to manage the Fund. The Investment Management Agreement includes the scope and role of the Investment Manager in relation to managing the Fund and further, it defines the investment strategy and objective for the Fund which is implemented by the Investment Manager.