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The company, the licence, the bank accounts and the fund's own accounts a manager or adviser needs, planned in order.
A fund manager or investment adviser needs a management company, the authorisation the activity requires, bank accounts for the company and the fund, and the brokerage and custody accounts the strategy uses.
We plan the structure and the accounts together, in the order the regulators and providers expect.
A fund management business usually needs these four, in this order. Each links to its own page.
The countries for this service are being confirmed. Tell us the jurisdiction you have in mind and we will tell you what applies.
Still have a question?
Talk to usIt depends on the jurisdiction, the provider and the documents involved. We give you an estimate for the fund management set-up after the consultation.
Costs depend on the jurisdiction and on the services you choose. We set them out for the fund management set-up after the consultation, before any work starts.
Some steps can be completed remotely and others need you in person. We tell you which applies to your case before you start.
Yes. If you already have a company or a licence, we start from what you have and plan the remaining steps.