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