We offer a variety of specialized services, which include:

Audit Facilitation

We co-ordinate and facilitate the audit of our clients’ funds, providing access to our premises and staff to deal with questions and queries.

Product Structuring, Restructuring and Distribution

We provide clients with advice on product structuring and restructuring, including new products, rollovers and conversions. We can also assist clients with gaining shelf space on approved distribution channels.

Compliant Reporting

We assist our clients with meeting their reporting compliance requirements. Our experienced staff understands the compliance requirements of different products and regulatory bodies and helps our clients fulfill their obligations.

Transition Management

Our experts can help clients transition their businesses in a seamless process to our platform so that they can continue to operate without any noticeable change.

Investor Communications and Marketing Content

Our integrated marketing communications professionals assist our clients with all their communication needs, including the preparation of annual reports, newsletters, investment commentaries, brochures and website content.