Mutual Funds
We have experience of launching mutual funds including gaining FCA authorisation as appropriate
This can include the establishment of the unit trust or the OEIC, the FCA authorisation, registration with HMRC, etc
We can review both transfer agency and fund accounting (including unit pricing) arrangements
We also have experience of non FCA authorised funds, eg exempt property and other unit trusts
We maintain a database of the ACDs and UTMs who offer hosting services to new entrants to the mutual fund market place and existing smaller players. For details of how we can help you with this service please contact us
We have recently worked with a client in establishing what is thought to be the first multiple unit series within dual priced unit trusts
We have recently been involved with many aspects of the AIFMD