Fund Administration and more
Navigating the complexities of investment funds requires precision and expertise. Our fund administration services are designed to streamline operations, ensure compliance, and enhance efficiency. Additionally, we offer a range of fund-related services focused on the effective management of fund assets.
Our fund administration services include:
- legal and fund management accounting services
- customer inquiries
- valuation and pricing including tax returns
- regulatory compliance monitoring
- maintenance of unit-/shareholder register
- distribution of income,
- unit/shares issues and redemptions,
- contract settlements, including certificate dispatch,
- record keeping
Our fund-related services include (but not limited to):
- services necessary to meet the fiduciary duties of the AIFM
- facilities management
- real estate administration activities
- advice to undertakings on capital structure
- industrial strategy and related matters
- advice and services relating to mergers and the purchase of undertakings
- other services connected to the management of the fund and the companies and other assets in which it has invested.