LITE PACKAGE
Services Package
Our Lite Package is crafted to streamline the fundamental fund incorporation process, covering the core essentials for regulatory compliance and operational readiness. Our Lite package ensures your fund launch is efficient while maintaining the flexibility to scale or enhance services as needed.
- 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.
Lite Package
Flexible Payment Plans
eSSENTIAL FUND SETUP
INCORPORATION
INCORPORATION
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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 Plan
Complete FUND SETUP
INCORPORATION
INCORPORATION
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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
Comprehensive High Level Fund INCORPORATION
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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 (Bloomberg/Preqin)
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Brand Building Bronze
Our Lite Package gives you the essential foundation to confidently launch your fund, supported by expert advice and guidance every step of the way.
Ready to take the next step?
Reach Out To Our Team To Get More Information
Explore more about our Lite Package and how it can help you launch your fund with ease and confidence. Schedule a call with our team today and let us guide you in aligning your fund goals with expert support.