ELITE PACKAGE
Service Overview
The Elite package offers a complete, high level setup and management solution, while the Fund package provides advanced customization and extra support features designed to meet the specific needs of high-value funds.
Comprehensive, High Level Fund
The package provides a sophisticated structure with access to exclusive investment opportunities and a team of seasoned professionals dedicated to enhancing the fund structure to the market.
Enhanced Investor Support
This enables investment managers to refine their fund structure, making it more appealing to the market. It also includes professional financial reports from renowned financial reporting platforms.
Our Elite package covers a comprehensive, high-level fund incorporation with enhanced features for fund support:
- Flexible Payment Plans: Offers flexibility in paying for the package in installments or as per agreed terms.
- Initial Incorporation Documents: Includes all foundational documents required to establish the fund.
- Bank Account Application: Assistance in opening a bank account to support fund operations.
- Annual Compliance Support and Updates: Provides guidance and updates to ensure regulatory compliance throughout the year.
- First Year Administration Cost: Covers the administrative fees for managing the fund during the first year.
- Investor Dashboard: Access to a platform for managing and tracking investor activity.
- ISIN Activation: Assigns a unique International Securities Identification Number (ISIN) for fund securities.
- Onboarding Investor Portal: Provides a custom portal for investors to onboard, manage their profiles, and interact with fund information.
- Renewal of Regulatory Documents: Ensures required regulatory documentation is renewed and up to date annually.
- Third-Party Reporting: Handles reporting to external auditors or regulatory bodies to meet fund requirements.
- Investor Support Lite: Offers streamlined support for investor queries, ensuring professional assistance.
Lite Package
Flexible Payment PlansINCORPORATION
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Flexible Payment Plans
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Initial Incorporation Documents
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Bank Account Application
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Annual Compliance Support and Updates
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First Year Administration Cost
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Investor Dashboard
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ISIN Activation
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Onboarding Investor Portal
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Renewal Of Regulatory Documents
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Third Party Reporting
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Investor Support Lite
Premium Package
Standard Payment PlanINCORPORATION
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Once Off Payment
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Initial Incorporation Documents
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Bank Account Application
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Annual Compliance Support and Updates
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First Year Administration Cost
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Investor Dashboard
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ISIN Activation
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Onboarding Investor Portal
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Renewal Of Regulatory Documents
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Third Party Reporting
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Investor Support Lite
Elite Package
Standard Payment Plan-
Once Off Payment
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Initial Incorporation Documents
-
Bank Account Application
-
Annual Compliance Support and Updates
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First Year Administration Cost
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Investor Dashboard
-
ISIN Activation
-
Onboarding Investor Portal
-
Renewal Of Regulatory Documents
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Third Party Reporting (Bloomberg/Preqin)
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Brand Building Bronze
Our Elite package provides comprehensive fund setup and management, including regulatory compliance, reporting, and custodial services, with enhanced customization and tailored support for high-value or complex requirements.
Reach Out To Our Team To Get More Information
Schedule a call with our team today and let us help turn your financial vision into reality.